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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 | $166,872 | $201,344-17.1% | $184,243-9.4% | $145,877+14.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 15.63% | 29.01%-13.4pp | 28.82%-13.2pp | 551.28%-535.7pp |
| Employer contribution / active EE | $6,909 | $7,022-1.6% | $6,427+7.5% | $4,663+48.2% |
| Participant deferral / active EE | $10,228 | $9,807+4.3% | $9,132+12.0% | $6,691+52.9% |
| Admin fee / account holder | $6,188 | $16,382-62.2% | $13,914-55.5% | $13,402-53.8% |