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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 | $177,874 | $97,751+82.0% | $103,447+71.9% | $145,877+21.9% |
| Participation rate | 100.0% | 81.1%+18.9pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 12.01% | 25.43%-13.4pp | 23.92%-11.9pp | 551.28%-539.3pp |
| Employer contribution / active EE | $9,244 | $4,684+97.4% | $4,678+97.6% | $4,663+98.2% |
| Participant deferral / active EE | $9,171 | $6,603+38.9% | $6,624+38.5% | $6,691+37.1% |
| Admin fee / account holder | $6,878 | $12,515-45.0% | $9,415-26.9% | $13,402-48.7% |