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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 | $96,168 | $223,823-57.0% | $211,142-54.5% | $154,746-37.9% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 22.43% | 50.39%-28.0pp | 46.84%-24.4pp | 172.34%-149.9pp |
| Employer contribution / active EE | $3,199 | $6,787-52.9% | $6,442-50.3% | $4,379-26.9% |
| Participant deferral / active EE | $7,242 | $9,750-25.7% | $9,284-22.0% | $6,730+7.6% |
| Admin fee / account holder | $527 | $19,707-97.3% | $19,076-97.2% | $14,365-96.3% |