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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 | $102,153 | $154,209-33.8% | $130,062-21.5% | $139,487-26.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 14.20% | 32.52%-18.3pp | -137.37%+151.6pp | 373.84%-359.6pp |
| Employer contribution / active EE | $6,146 | $5,292+16.1% | $4,322+42.2% | $4,755+29.3% |
| Participant deferral / active EE | $5,483 | $6,709-18.3% | $5,821-5.8% | $6,713-18.3% |
| Admin fee / account holder | $6,859 | $13,988-51.0% | $10,601-35.3% | $11,407-39.9% |