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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,887 | $201,344-29.0% | $184,243-22.4% | $145,877-2.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 16.22% | 29.01%-12.8pp | 28.82%-12.6pp | 551.28%-535.1pp |
| Employer contribution / active EE | $3,264 | $7,022-53.5% | $6,427-49.2% | $4,663-30.0% |
| Participant deferral / active EE | $10,400 | $9,807+6.0% | $9,132+13.9% | $6,691+55.4% |
| Admin fee / account holder | $19,855 | $16,382+21.2% | $13,914+42.7% | $13,402+48.1% |