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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 | $201,264-39.9% | $184,185-34.4% | $145,978-17.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 14.33% | 29.00%-14.7pp | 28.81%-14.5pp | 550.52%-536.2pp |
| Employer contribution / active EE | $3,315 | $7,021-52.8% | $6,426-48.4% | $4,662-28.9% |
| Participant deferral / active EE | $6,880 | $9,806-29.8% | $9,132-24.7% | $6,690+2.8% |
| Admin fee / account holder | $20,379 | $16,376+24.4% | $13,909+46.5% | $13,400+52.1% |