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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 | $83,976 | $201,344-58.3% | $184,243-54.4% | $145,877-42.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 14.45% | 29.01%-14.6pp | 28.82%-14.4pp | 551.28%-536.8pp |
| Employer contribution / active EE | $5,102 | $7,022-27.3% | $6,427-20.6% | $4,663+9.4% |
| Participant deferral / active EE | $11,360 | $9,807+15.8% | $9,132+24.4% | $6,691+69.8% |
| Admin fee / account holder | $978 | $16,382-94.0% | $13,914-93.0% | $13,402-92.7% |