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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 | $138,385 | $176,786-21.7% | $146,643-5.6% | $167,536-17.4% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 16.96% | 24.04%-7.1pp | 22.75%-5.8pp | 478.82%-461.9pp |
| Employer contribution / active EE | $4,208 | $5,161-18.5% | $4,137+1.7% | $4,839-13.0% |
| Participant deferral / active EE | $12,859 | $6,440+99.7% | $5,506+133.5% | $6,342+102.8% |
| Admin fee / account holder | $9,806 | $13,262-26.1% | $10,280-4.6% | $12,315-20.4% |