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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 | $114,612 | $213,785-46.4% | $185,441-38.2% | $155,188-26.1% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 11.06% | 19.97%-8.9pp | 20.16%-9.1pp | 148.84%-137.8pp |
| Employer contribution / active EE | $5,181 | $5,393-3.9% | $4,672+10.9% | $4,248+22.0% |
| Participant deferral / active EE | $4,867 | $6,864-29.1% | $6,152-20.9% | $6,531-25.5% |
| Admin fee / account holder | $82,525 | $21,134+290.5% | $17,890+361.3% | $14,480+469.9% |