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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 | $122,798 | $275,752-55.5% | $256,809-52.2% | $198,609-38.2% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 25.63% | 34.81%-9.2pp | 32.73%-7.1pp | 202.70%-177.1pp |
| Employer contribution / active EE | $7,739 | $7,721+0.2% | $7,263+6.6% | $5,055+53.1% |
| Participant deferral / active EE | $7,923 | $10,037-21.1% | $9,520-16.8% | $6,977+13.6% |
| Admin fee / account holder | $1,655 | $25,716-93.6% | $25,146-93.4% | $19,030-91.3% |