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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 | $97,971 | $210,991-53.6% | $153,741-36.3% | $145,897-32.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 9.57% | 13.46%-3.9pp | 15.71%-6.1pp | 552.29%-542.7pp |
| Employer contribution / active EE | $5,930 | $6,057-2.1% | $5,042+17.6% | $4,663+27.2% |
| Participant deferral / active EE | $9,791 | $7,979+22.7% | $6,757+44.9% | $6,689+46.4% |
| Admin fee / account holder | $160,699 | $19,490+724.5% | $12,749+1160.5% | $13,390+1100.1% |