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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 | $98,557 | $152,619-35.4% | $125,195-21.3% | $152,909-35.5% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 24.48% | 54.85%-30.4pp | 43.79%-19.3pp | 345.46%-321.0pp |
| Employer contribution / active EE | $3,559 | $4,947-28.1% | $3,866-8.0% | $4,764-25.3% |
| Participant deferral / active EE | $16,133 | $5,869+174.9% | $4,937+226.8% | $5,851+175.7% |
| Admin fee / account holder | $14,611 | $13,437+8.7% | $9,704+50.6% | $11,601+25.9% |