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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 | $119,945 | $201,370-40.4% | $184,256-34.9% | $145,897-17.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 17.11% | 29.05%-11.9pp | 28.85%-11.7pp | 552.29%-535.2pp |
| Employer contribution / active EE | $4,471 | $7,024-36.3% | $6,427-30.4% | $4,663-4.1% |
| Participant deferral / active EE | $11,496 | $9,808+17.2% | $9,133+25.9% | $6,689+71.9% |
| Admin fee / account holder | $382 | $16,364-97.7% | $13,899-97.2% | $13,390-97.1% |