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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 | $99,344 | $201,372-50.7% | $184,260-46.1% | $145,884-31.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 23.21% | 29.04%-5.8pp | 28.84%-5.6pp | 551.85%-528.6pp |
| Employer contribution / active EE | $4,090 | $7,024-41.8% | $6,427-36.4% | $4,662-12.3% |
| Participant deferral / active EE | $11,038 | $9,808+12.6% | $9,133+20.9% | $6,690+65.0% |
| Admin fee / account holder | $8,170 | $16,362-50.1% | $13,898-41.2% | $13,392-39.0% |