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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 | $110,083 | $157,276-30.0% | $141,177-22.0% | $152,885-28.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 18.16% | 64.33%-46.2pp | 71.40%-53.2pp | 345.39%-327.2pp |
| Employer contribution / active EE | $1,593 | $5,262-69.7% | $4,736-66.4% | $4,763-66.6% |
| Participant deferral / active EE | $9,744 | $7,110+37.0% | $6,710+45.2% | $5,851+66.5% |
| Admin fee / account holder | $17,063 | $12,123+40.8% | $10,263+66.3% | $11,598+47.1% |