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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 | $97,765+81.9% | $103,486+71.9% | $145,884+21.9% |
| Participation rate | 100.0% | 81.1%+18.9pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 12.01% | 25.44%-13.4pp | 23.93%-11.9pp | 551.85%-539.8pp |
| Employer contribution / active EE | $9,244 | $4,687+97.2% | $4,679+97.5% | $4,662+98.3% |
| Participant deferral / active EE | $9,171 | $6,606+38.8% | $6,628+38.4% | $6,690+37.1% |
| Admin fee / account holder | $6,878 | $12,505-45.0% | $9,354-26.5% | $13,392-48.6% |