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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 | $111,236 | $201,370-44.8% | $184,256-39.6% | $145,897-23.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 15.99% | 29.05%-13.1pp | 28.85%-12.9pp | 552.29%-536.3pp |
| Employer contribution / active EE | $1,648 | $7,024-76.5% | $6,427-74.4% | $4,663-64.7% |
| Participant deferral / active EE | $11,575 | $9,808+18.0% | $9,133+26.7% | $6,689+73.0% |
| Admin fee / account holder | $4,168 | $16,364-74.5% | $13,899-70.0% | $13,390-68.9% |