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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 | $117,329 | $162,785-27.9% | $133,959-12.4% | $158,950-26.2% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 10.05% | 41.94%-31.9pp | 45.09%-35.0pp | 302.91%-292.9pp |
| Employer contribution / active EE | $7,422 | $4,975+49.2% | $3,919+89.4% | $4,762+55.9% |
| Participant deferral / active EE | $5,376 | $5,910-9.0% | $5,047+6.5% | $5,983-10.1% |
| Admin fee / account holder | $5,525 | $11,738-52.9% | $8,928-38.1% | $11,248-50.9% |