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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 | $93,500 | $182,442-48.8% | $163,379-42.8% | $138,895-32.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.8%+23.2pp | 79.9%+20.1pp |
| Annual return | 12.72% | 72.74%-60.0pp | 63.41%-50.7pp | 145.39%-132.7pp |
| Employer contribution / active EE | $12,761 | $4,159+206.8% | $3,752+240.1% | $4,194+204.2% |
| Participant deferral / active EE | $7,587 | $6,817+11.3% | $6,282+20.8% | $6,396+18.6% |
| Admin fee / account holder | $65,154 | $10,396+526.8% | $9,818+563.6% | $12,562+418.7% |