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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 | $143,268 | $211,224-32.2% | $178,505-19.7% | $145,897-1.8% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 10.13% | 30.28%-20.2pp | 27.16%-17.0pp | 552.29%-542.2pp |
| Employer contribution / active EE | $3,099 | $4,577-32.3% | $3,955-21.7% | $4,663-33.5% |
| Participant deferral / active EE | $7,500 | $6,966+7.7% | $6,280+19.4% | $6,689+12.1% |
| Admin fee / account holder | $10,246 | $12,109-15.4% | $10,428-1.7% | $13,390-23.5% |