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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 | $97,825 | $201,372-51.4% | $184,260-46.9% | $145,884-32.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 31.12% | 29.04%+2.1pp | 28.84%+2.3pp | 551.85%-520.7pp |
| Employer contribution / active EE | $3,995 | $7,024-43.1% | $6,427-37.8% | $4,662-14.3% |
| Participant deferral / active EE | $11,520 | $9,808+17.5% | $9,133+26.1% | $6,690+72.2% |
| Admin fee / account holder | $7,455 | $16,362-54.4% | $13,898-46.4% | $13,392-44.3% |