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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 | $139,412 | $223,823-37.7% | $211,142-34.0% | $154,746-9.9% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 14.00% | 50.39%-36.4pp | 46.84%-32.8pp | 172.34%-158.3pp |
| Employer contribution / active EE | $2,987 | $6,787-56.0% | $6,442-53.6% | $4,379-31.8% |
| Participant deferral / active EE | $11,053 | $9,750+13.4% | $9,284+19.1% | $6,730+64.2% |
| Admin fee / account holder | $6,617 | $19,707-66.4% | $19,076-65.3% | $14,365-53.9% |