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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 | $104,002 | $201,372-48.4% | $184,260-43.6% | $145,884-28.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 15.38% | 29.04%-13.7pp | 28.84%-13.5pp | 551.85%-536.5pp |
| Employer contribution / active EE | $2,798 | $7,024-60.2% | $6,427-56.5% | $4,662-40.0% |
| Participant deferral / active EE | $8,097 | $9,808-17.4% | $9,133-11.3% | $6,690+21.0% |
| Admin fee / account holder | $525 | $16,362-96.8% | $13,898-96.2% | $13,392-96.1% |