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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 | $108,890 | $201,264-45.9% | $184,185-40.9% | $145,978-25.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 14.97% | 29.00%-14.0pp | 28.81%-13.8pp | 550.52%-535.6pp |
| Employer contribution / active EE | $4,143 | $7,021-41.0% | $6,426-35.5% | $4,662-11.1% |
| Participant deferral / active EE | $6,605 | $9,806-32.6% | $9,132-27.7% | $6,690-1.3% |
| Admin fee / account holder | $450 | $16,376-97.3% | $13,909-96.8% | $13,400-96.6% |