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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 | $101,166 | $185,141-45.4% | $153,416-34.1% | $155,188-34.8% |
| Participation rate | 100.0% | 79.9%+20.1pp | 74.3%+25.7pp | 80.8%+19.2pp |
| Annual return | 9.99% | 18.72%-8.7pp | 17.84%-7.8pp | 148.84%-138.8pp |
| Employer contribution / active EE | $7,458 | $4,489+66.1% | $3,764+98.1% | $4,248+75.6% |
| Participant deferral / active EE | $2,861 | $5,477-47.8% | $4,723-39.4% | $6,531-56.2% |
| Admin fee / account holder | $4,061 | $16,005-74.6% | $13,095-69.0% | $14,480-72.0% |