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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 | $96,650 | $136,860-29.4% | $120,344-19.7% | $154,746-37.5% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 12.26% | 21.38%-9.1pp | 20.30%-8.0pp | 172.34%-160.1pp |
| Employer contribution / active EE | $8,137 | $3,533+130.3% | $3,020+169.4% | $4,379+85.8% |
| Participant deferral / active EE | $10,604 | $5,793+83.0% | $5,135+106.5% | $6,730+57.6% |
| Admin fee / account holder | $25,259 | $15,393+64.1% | $12,742+98.2% | $14,365+75.8% |