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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 | $72,986 | $209,336-65.1% | $197,124-63.0% | $137,256-46.8% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 15.87% | 48.09%-32.2pp | 44.34%-28.5pp | 220.34%-204.5pp |
| Employer contribution / active EE | $4,515 | $6,591-31.5% | $6,227-27.5% | $4,156+8.6% |
| Participant deferral / active EE | $8,177 | $9,614-15.0% | $9,135-10.5% | $6,407+27.6% |
| Admin fee / account holder | $905 | $17,308-94.8% | $16,298-94.4% | $12,270-92.6% |