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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 | $103,038 | $182,442-43.5% | $163,379-36.9% | $138,895-25.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.8%+23.2pp | 79.9%+20.1pp |
| Annual return | 16.69% | 72.74%-56.0pp | 63.41%-46.7pp | 145.39%-128.7pp |
| Employer contribution / active EE | $6,568 | $4,159+57.9% | $3,752+75.0% | $4,194+56.6% |
| Participant deferral / active EE | $16,803 | $6,817+146.5% | $6,282+167.5% | $6,396+162.7% |
| Admin fee / account holder | $10,312 | $10,396-0.8% | $9,818+5.0% | $12,562-17.9% |