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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 | $103,043 | $210,510-51.1% | $153,500-32.9% | $145,877-29.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 14.16% | 13.45%+0.7pp | 15.70%-1.5pp | 551.28%-537.1pp |
| Employer contribution / active EE | $9,705 | $6,052+60.4% | $5,039+92.6% | $4,663+108.1% |
| Participant deferral / active EE | $4,566 | $7,974-42.7% | $6,756-32.4% | $6,691-31.8% |
| Admin fee / account holder | $5,612 | $19,455-71.2% | $12,736-55.9% | $13,402-58.1% |