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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 | $79,488 | $157,304-49.5% | $141,197-43.7% | $152,909-48.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 23.21% | 64.34%-41.1pp | 71.41%-48.2pp | 345.46%-322.3pp |
| Employer contribution / active EE | $3,366 | $5,263-36.0% | $4,736-28.9% | $4,764-29.4% |
| Participant deferral / active EE | $7,876 | $7,111+10.8% | $6,710+17.4% | $5,851+34.6% |
| Admin fee / account holder | $10,728 | $12,126-11.5% | $10,265+4.5% | $11,601-7.5% |