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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 | $94,038 | $148,623-36.7% | $135,974-30.8% | $139,466-32.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 14.80% | 79.30%-64.5pp | 68.30%-53.5pp | 373.66%-358.9pp |
| Employer contribution / active EE | $4,317 | $5,246-17.7% | $4,859-11.2% | $4,754-9.2% |
| Participant deferral / active EE | $11,035 | $8,103+36.2% | $7,760+42.2% | $6,712+64.4% |
| Admin fee / account holder | $12,047 | $12,406-2.9% | $10,767+11.9% | $11,409+5.6% |