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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 | $99,187 | $157,270-36.9% | $141,173-29.7% | $152,870-35.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 20.64% | 64.33%-43.7pp | 71.40%-50.8pp | 345.34%-324.7pp |
| Employer contribution / active EE | $2,366 | $5,261-55.0% | $4,735-50.0% | $4,763-50.3% |
| Participant deferral / active EE | $7,266 | $7,110+2.2% | $6,710+8.3% | $5,850+24.2% |
| Admin fee / account holder | $17,098 | $12,121+41.1% | $10,262+66.6% | $11,597+47.4% |