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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 | $201,264-37.6% | $184,185-31.8% | $145,978-13.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 10.38% | 29.00%-18.6pp | 28.81%-18.4pp | 550.52%-540.1pp |
| Employer contribution / active EE | $4,823 | $7,021-31.3% | $6,426-24.9% | $4,662+3.5% |
| Participant deferral / active EE | $15,584 | $9,806+58.9% | $9,132+70.7% | $6,690+133.0% |
| Admin fee / account holder | $878 | $16,376-94.6% | $13,909-93.7% | $13,400-93.4% |