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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 | $107,777 | $201,372-46.5% | $184,260-41.5% | $145,884-26.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.09% | 29.04%-15.9pp | 28.84%-15.7pp | 551.85%-538.8pp |
| Employer contribution / active EE | $8,312 | $7,024+18.3% | $6,427+29.3% | $4,662+78.3% |
| Participant deferral / active EE | $6,668 | $9,808-32.0% | $9,133-27.0% | $6,690-0.3% |
| Admin fee / account holder | $7,341 | $16,362-55.1% | $13,898-47.2% | $13,392-45.2% |