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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 | $201,259-48.1% | $184,200-43.3% | $145,959-28.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 12.22% | 28.98%-16.8pp | 28.80%-16.6pp | 561.95%-549.7pp |
| Employer contribution / active EE | $3,099 | $7,018-55.8% | $6,424-51.8% | $4,661-33.5% |
| Participant deferral / active EE | $5,977 | $9,806-39.1% | $9,132-34.6% | $6,689-10.6% |
| Admin fee / account holder | $20,049 | $16,372+22.5% | $13,907+44.2% | $13,398+49.6% |