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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 | $93,719 | $117,904-20.5% | $102,457-8.5% | $145,978-35.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 26.96% | 31.80%-4.8pp | 29.41%-2.5pp | 550.52%-523.6pp |
| Employer contribution / active EE | $5,385 | $3,613+49.0% | $3,022+78.2% | $4,662+15.5% |
| Participant deferral / active EE | $16,029 | $5,733+179.6% | $5,054+217.1% | $6,690+139.6% |
| Admin fee / account holder | $13,770 | $13,329+3.3% | $9,451+45.7% | $13,400+2.8% |