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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 | $201,264-48.3% | $184,185-43.5% | $145,978-28.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 15.38% | 29.00%-13.6pp | 28.81%-13.4pp | 550.52%-535.1pp |
| Employer contribution / active EE | $2,798 | $7,021-60.1% | $6,426-56.5% | $4,662-40.0% |
| Participant deferral / active EE | $8,097 | $9,806-17.4% | $9,132-11.3% | $6,690+21.0% |
| Admin fee / account holder | $525 | $16,376-96.8% | $13,909-96.2% | $13,400-96.1% |