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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 | $125,623 | $201,370-37.6% | $184,256-31.8% | $145,897-13.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 10.38% | 29.05%-18.7pp | 28.85%-18.5pp | 552.29%-541.9pp |
| Employer contribution / active EE | $4,823 | $7,024-31.3% | $6,427-25.0% | $4,663+3.4% |
| Participant deferral / active EE | $15,584 | $9,808+58.9% | $9,133+70.6% | $6,689+133.0% |
| Admin fee / account holder | $878 | $16,364-94.6% | $13,899-93.7% | $13,390-93.4% |