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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 | $123,137 | $223,823-45.0% | $211,142-41.7% | $154,746-20.4% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 14.27% | 50.39%-36.1pp | 46.84%-32.6pp | 172.34%-158.1pp |
| Employer contribution / active EE | $2,159 | $6,787-68.2% | $6,442-66.5% | $4,379-50.7% |
| Participant deferral / active EE | $8,027 | $9,750-17.7% | $9,284-13.5% | $6,730+19.3% |
| Admin fee / account holder | $12,196 | $19,707-38.1% | $19,076-36.1% | $14,365-15.1% |