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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 | $111,833 | $201,264-44.4% | $184,185-39.3% | $145,978-23.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 15.51% | 29.00%-13.5pp | 28.81%-13.3pp | 550.52%-535.0pp |
| Employer contribution / active EE | $3,965 | $7,021-43.5% | $6,426-38.3% | $4,662-14.9% |
| Participant deferral / active EE | $14,220 | $9,806+45.0% | $9,132+55.7% | $6,690+112.6% |
| Admin fee / account holder | $1,886 | $16,376-88.5% | $13,909-86.4% | $13,400-85.9% |