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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 | $155,720 | $275,752-43.5% | $256,809-39.4% | $198,609-21.6% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 18.49% | 34.81%-16.3pp | 32.73%-14.2pp | 202.70%-184.2pp |
| Employer contribution / active EE | $5,989 | $7,721-22.4% | $7,263-17.5% | $5,055+18.5% |
| Participant deferral / active EE | $8,608 | $10,037-14.2% | $9,520-9.6% | $6,977+23.4% |
| Admin fee / account holder | $570 | $25,716-97.8% | $25,146-97.7% | $19,030-97.0% |