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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 | $122,639 | $183,592-33.2% | $155,574-21.2% | $145,877-15.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 17.37% | 61.37%-44.0pp | 64.87%-47.5pp | 551.28%-533.9pp |
| Employer contribution / active EE | $2,091 | $5,317-60.7% | $4,676-55.3% | $4,663-55.2% |
| Participant deferral / active EE | $16,146 | $6,466+149.7% | $5,629+186.8% | $6,691+141.3% |
| Admin fee / account holder | $18,541 | $19,316-4.0% | $15,914+16.5% | $13,402+38.3% |