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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 | $80,029 | $201,264-60.2% | $184,185-56.5% | $145,978-45.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 14.38% | 29.00%-14.6pp | 28.81%-14.4pp | 550.52%-536.1pp |
| Employer contribution / active EE | $4,230 | $7,021-39.8% | $6,426-34.2% | $4,662-9.3% |
| Participant deferral / active EE | $16,548 | $9,806+68.8% | $9,132+81.2% | $6,690+147.4% |
| Admin fee / account holder | $6,349 | $16,376-61.2% | $13,909-54.4% | $13,400-52.6% |