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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 | $147,018 | $201,344-27.0% | $184,243-20.2% | $145,877+0.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 9.61% | 29.01%-19.4pp | 28.82%-19.2pp | 551.28%-541.7pp |
| Employer contribution / active EE | $5,539 | $7,022-21.1% | $6,427-13.8% | $4,663+18.8% |
| Participant deferral / active EE | $10,559 | $9,807+7.7% | $9,132+15.6% | $6,691+57.8% |
| Admin fee / account holder | $924 | $16,382-94.4% | $13,914-93.4% | $13,402-93.1% |