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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 | $94,843 | $209,336-54.7% | $197,124-51.9% | $137,256-30.9% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 14.66% | 48.09%-33.4pp | 44.34%-29.7pp | 220.34%-205.7pp |
| Employer contribution / active EE | $9,699 | $6,591+47.2% | $6,227+55.8% | $4,156+133.4% |
| Participant deferral / active EE | $8,986 | $9,614-6.5% | $9,135-1.6% | $6,407+40.3% |
| Admin fee / account holder | $573 | $17,308-96.7% | $16,298-96.5% | $12,270-95.3% |