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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 | $96,461 | $275,752-65.0% | $256,809-62.4% | $198,609-51.4% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 12.52% | 34.81%-22.3pp | 32.73%-20.2pp | 202.70%-190.2pp |
| Employer contribution / active EE | $5,600 | $7,721-27.5% | $7,263-22.9% | $5,055+10.8% |
| Participant deferral / active EE | $11,727 | $10,037+16.8% | $9,520+23.2% | $6,977+68.1% |
| Admin fee / account holder | $75,594 | $25,716+194.0% | $25,146+200.6% | $19,030+297.2% |