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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 | $182,849 | $127,387+43.5% | $115,038+58.9% | $125,389+45.8% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 0.37% | 31.28%-30.9pp | 26.14%-25.8pp | 282.24%-281.9pp |
| Employer contribution / active EE | $12,384 | $5,166+139.7% | $4,608+168.8% | $4,866+154.5% |
| Participant deferral / active EE | $10,342 | $6,423+61.0% | $6,026+71.6% | $5,352+93.2% |
| Admin fee / account holder | $8,290 | $9,516-12.9% | $8,175+1.4% | $9,541-13.1% |