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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 | $104,531 | $201,264-48.1% | $184,185-43.2% | $145,978-28.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 12.22% | 29.00%-16.8pp | 28.81%-16.6pp | 550.52%-538.3pp |
| Employer contribution / active EE | $3,099 | $7,021-55.9% | $6,426-51.8% | $4,662-33.5% |
| Participant deferral / active EE | $5,977 | $9,806-39.1% | $9,132-34.6% | $6,690-10.7% |
| Admin fee / account holder | $20,049 | $16,376+22.4% | $13,909+44.1% | $13,400+49.6% |