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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 | $131,371 | $201,370-34.8% | $184,256-28.7% | $145,897-10.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 43.26% | 29.05%+14.2pp | 28.85%+14.4pp | 552.29%-509.0pp |
| Employer contribution / active EE | $4,575 | $7,024-34.9% | $6,427-28.8% | $4,663-1.9% |
| Participant deferral / active EE | $9,998 | $9,808+1.9% | $9,133+9.5% | $6,689+49.5% |
| Admin fee / account holder | $1,710 | $16,364-89.6% | $13,899-87.7% | $13,390-87.2% |