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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 | $92,400 | $148,629-37.8% | $135,982-32.0% | $139,487-33.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 12.64% | 79.33%-66.7pp | 68.32%-55.7pp | 373.84%-361.2pp |
| Employer contribution / active EE | $16,367 | $5,247+212.0% | $4,859+236.8% | $4,755+244.2% |
| Participant deferral / active EE | $10,026 | $8,102+23.7% | $7,760+29.2% | $6,713+49.4% |
| Admin fee / account holder | $17,941 | $12,406+44.6% | $10,767+66.6% | $11,407+57.3% |