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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 | $116,151 | $201,344-42.3% | $184,243-37.0% | $145,877-20.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 14.31% | 29.01%-14.7pp | 28.82%-14.5pp | 551.28%-537.0pp |
| Employer contribution / active EE | $4,385 | $7,022-37.6% | $6,427-31.8% | $4,663-6.0% |
| Participant deferral / active EE | $9,776 | $9,807-0.3% | $9,132+7.0% | $6,691+46.1% |
| Admin fee / account holder | $7,255 | $16,382-55.7% | $13,914-47.9% | $13,402-45.9% |