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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 | $120,890 | $201,372-40.0% | $184,260-34.4% | $145,884-17.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 14.33% | 29.04%-14.7pp | 28.84%-14.5pp | 551.85%-537.5pp |
| Employer contribution / active EE | $3,315 | $7,024-52.8% | $6,427-48.4% | $4,662-28.9% |
| Participant deferral / active EE | $6,880 | $9,808-29.9% | $9,133-24.7% | $6,690+2.8% |
| Admin fee / account holder | $20,379 | $16,362+24.5% | $13,898+46.6% | $13,392+52.2% |