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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 | $96,975 | $148,629-34.8% | $135,982-28.7% | $139,487-30.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 18.94% | 79.33%-60.4pp | 68.32%-49.4pp | 373.84%-354.9pp |
| Employer contribution / active EE | $11,344 | $5,247+116.2% | $4,859+133.5% | $4,755+138.6% |
| Participant deferral / active EE | $8,820 | $8,102+8.9% | $7,760+13.7% | $6,713+31.4% |
| Admin fee / account holder | $3,866 | $12,406-68.8% | $10,767-64.1% | $11,407-66.1% |