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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 | $112,628 | $201,370-44.1% | $184,256-38.9% | $145,897-22.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 10.35% | 29.05%-18.7pp | 28.85%-18.5pp | 552.29%-541.9pp |
| Employer contribution / active EE | $3,231 | $7,024-54.0% | $6,427-49.7% | $4,663-30.7% |
| Participant deferral / active EE | $6,478 | $9,808-34.0% | $9,133-29.1% | $6,689-3.2% |
| Admin fee / account holder | $699 | $16,364-95.7% | $13,899-95.0% | $13,390-94.8% |