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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 | $96,784 | $111,814-13.4% | $103,378-6.4% | $145,978-33.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 18.12% | 24.80%-6.7pp | 24.91%-6.8pp | 550.52%-532.4pp |
| Employer contribution / active EE | $14,929 | $4,215+254.2% | $3,870+285.7% | $4,662+220.2% |
| Participant deferral / active EE | $9,901 | $5,618+76.2% | $5,058+95.8% | $6,690+48.0% |
| Admin fee / account holder | $15,513 | $9,764+58.9% | $8,401+84.7% | $13,400+15.8% |