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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 | $101,664 | $211,224-51.9% | $178,505-43.0% | $145,897-30.3% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 14.84% | 30.28%-15.4pp | 27.16%-12.3pp | 552.29%-537.5pp |
| Employer contribution / active EE | $5,712 | $4,577+24.8% | $3,955+44.4% | $4,663+22.5% |
| Participant deferral / active EE | $7,800 | $6,966+12.0% | $6,280+24.2% | $6,689+16.6% |
| Admin fee / account holder | $714 | $12,109-94.1% | $10,428-93.2% | $13,390-94.7% |