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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 | $85,170 | $211,288-59.7% | $178,540-52.3% | $145,884-41.6% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 11.01% | 30.27%-19.3pp | 27.15%-16.1pp | 551.85%-540.8pp |
| Employer contribution / active EE | $5,445 | $4,574+19.1% | $3,953+37.8% | $4,662+16.8% |
| Participant deferral / active EE | $6,979 | $6,967+0.2% | $6,281+11.1% | $6,690+4.3% |
| Admin fee / account holder | $15,909 | $12,105+31.4% | $10,424+52.6% | $13,392+18.8% |