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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 | $140,075 | $201,372-30.4% | $184,260-24.0% | $145,884-4.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 16.96% | 29.04%-12.1pp | 28.84%-11.9pp | 551.85%-534.9pp |
| Employer contribution / active EE | $3,342 | $7,024-52.4% | $6,427-48.0% | $4,662-28.3% |
| Participant deferral / active EE | $10,508 | $9,808+7.1% | $9,133+15.1% | $6,690+57.1% |
| Admin fee / account holder | $876 | $16,362-94.6% | $13,898-93.7% | $13,392-93.5% |