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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 | $124,587 | $275,752-54.8% | $256,809-51.5% | $198,609-37.3% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 18.41% | 34.81%-16.4pp | 32.73%-14.3pp | 202.70%-184.3pp |
| Employer contribution / active EE | $11,543 | $7,721+49.5% | $7,263+58.9% | $5,055+128.3% |
| Participant deferral / active EE | $15,744 | $10,037+56.9% | $9,520+65.4% | $6,977+125.7% |
| Admin fee / account holder | $5,002 | $25,716-80.5% | $25,146-80.1% | $19,030-73.7% |