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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 | $115,838 | $136,860-15.4% | $120,344-3.7% | $154,746-25.1% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 15.80% | 21.38%-5.6pp | 20.30%-4.5pp | 172.34%-156.5pp |
| Employer contribution / active EE | $6,599 | $3,533+86.8% | $3,020+118.5% | $4,379+50.7% |
| Participant deferral / active EE | $10,936 | $5,793+88.8% | $5,135+113.0% | $6,730+62.5% |
| Admin fee / account holder | $5,866 | $15,393-61.9% | $12,742-54.0% | $14,365-59.2% |