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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 | $94,081 | $165,351-43.1% | $149,710-37.2% | $158,931-40.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 13.92% | 348.19%-334.3pp | 276.63%-262.7pp | 302.86%-288.9pp |
| Employer contribution / active EE | $3,293 | $5,103-35.5% | $4,645-29.1% | $4,761-30.8% |
| Participant deferral / active EE | $10,746 | $7,181+49.6% | $6,842+57.1% | $5,982+79.6% |
| Admin fee / account holder | $18,669 | $10,807+72.7% | $9,309+100.5% | $11,247+66.0% |