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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 | $101,286 | $182,442-44.5% | $163,379-38.0% | $138,895-27.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.8%+23.2pp | 79.9%+20.1pp |
| Annual return | 12.37% | 72.74%-60.4pp | 63.41%-51.0pp | 145.39%-133.0pp |
| Employer contribution / active EE | $11,559 | $4,159+177.9% | $3,752+208.0% | $4,194+175.6% |
| Participant deferral / active EE | $6,846 | $6,817+0.4% | $6,282+9.0% | $6,396+7.0% |
| Admin fee / account holder | $86,068 | $10,396+727.9% | $9,818+776.6% | $12,562+585.1% |