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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 | $90,279 | $228,352-60.5% | $185,827-51.4% | $158,950-43.2% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 9.78% | 40.81%-31.0pp | 35.96%-26.2pp | 302.91%-293.1pp |
| Employer contribution / active EE | $5,348 | $4,967+7.7% | $4,087+30.9% | $4,762+12.3% |
| Participant deferral / active EE | $5,432 | $6,416-15.3% | $5,633-3.6% | $5,983-9.2% |
| Admin fee / account holder | $11,603 | $11,867-2.2% | $9,502+22.1% | $11,248+3.2% |