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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 | $94,308 | $201,344-53.2% | $184,243-48.8% | $145,877-35.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 11.50% | 29.01%-17.5pp | 28.82%-17.3pp | 551.28%-539.8pp |
| Employer contribution / active EE | $4,590 | $7,022-34.6% | $6,427-28.6% | $4,663-1.6% |
| Participant deferral / active EE | $10,887 | $9,807+11.0% | $9,132+19.2% | $6,691+62.7% |
| Admin fee / account holder | $745 | $16,382-95.5% | $13,914-94.6% | $13,402-94.4% |