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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 | $120,922 | $201,370-40.0% | $184,256-34.4% | $145,897-17.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 12.49% | 29.05%-16.6pp | 28.85%-16.4pp | 552.29%-539.8pp |
| Employer contribution / active EE | $4,261 | $7,024-39.3% | $6,427-33.7% | $4,663-8.6% |
| Participant deferral / active EE | $8,384 | $9,808-14.5% | $9,133-8.2% | $6,689+25.3% |
| Admin fee / account holder | $8,976 | $16,364-45.2% | $13,899-35.4% | $13,390-33.0% |