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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 | $126,931 | $201,344-37.0% | $184,243-31.1% | $145,877-13.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 14.01% | 29.01%-15.0pp | 28.82%-14.8pp | 551.28%-537.3pp |
| Employer contribution / active EE | $5,171 | $7,022-26.4% | $6,427-19.5% | $4,663+10.9% |
| Participant deferral / active EE | $9,453 | $9,807-3.6% | $9,132+3.5% | $6,691+41.3% |
| Admin fee / account holder | $10,563 | $16,382-35.5% | $13,914-24.1% | $13,402-21.2% |