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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 | $100,987 | $192,829-47.6% | $142,516-29.1% | $139,466-27.6% |
| Participation rate | 100.0% | 81.4%+18.6pp | 76.8%+23.2pp | 80.3%+19.7pp |
| Annual return | 11.90% | 17.99%-6.1pp | 19.99%-8.1pp | 373.66%-361.8pp |
| Employer contribution / active EE | $4,901 | $5,808-15.6% | $4,849+1.1% | $4,754+3.1% |
| Participant deferral / active EE | $8,014 | $7,200+11.3% | $6,280+27.6% | $6,712+19.4% |
| Admin fee / account holder | $80,278 | $15,120+430.9% | $10,008+702.1% | $11,409+603.7% |