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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 | $111,898 | $209,336-46.5% | $197,124-43.2% | $137,256-18.5% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 12.69% | 48.09%-35.4pp | 44.34%-31.7pp | 220.34%-207.6pp |
| Employer contribution / active EE | $2,836 | $6,591-57.0% | $6,227-54.5% | $4,156-31.8% |
| Participant deferral / active EE | $10,142 | $9,614+5.5% | $9,135+11.0% | $6,407+58.3% |
| Admin fee / account holder | $6,042 | $17,308-65.1% | $16,298-62.9% | $12,270-50.8% |