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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 | $76,104 | $201,372-62.2% | $184,260-58.7% | $145,884-47.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 10.01% | 29.04%-19.0pp | 28.84%-18.8pp | 551.85%-541.8pp |
| Employer contribution / active EE | $7,454 | $7,024+6.1% | $6,427+16.0% | $4,662+59.9% |
| Participant deferral / active EE | $11,643 | $9,808+18.7% | $9,133+27.5% | $6,690+74.0% |
| Admin fee / account holder | $7,544 | $16,362-53.9% | $13,898-45.7% | $13,392-43.7% |