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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 | $201,372-45.9% | $184,260-40.9% | $145,884-25.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 14.97% | 29.04%-14.1pp | 28.84%-13.9pp | 551.85%-536.9pp |
| Employer contribution / active EE | $4,143 | $7,024-41.0% | $6,427-35.5% | $4,662-11.1% |
| Participant deferral / active EE | $6,605 | $9,808-32.7% | $9,133-27.7% | $6,690-1.3% |
| Admin fee / account holder | $450 | $16,362-97.3% | $13,898-96.8% | $13,392-96.6% |