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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 | $85,829 | $148,629-42.3% | $135,982-36.9% | $139,487-38.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 28.78% | 79.33%-50.5pp | 68.32%-39.5pp | 373.84%-345.1pp |
| Employer contribution / active EE | $5,946 | $5,247+13.3% | $4,859+22.4% | $4,755+25.1% |
| Participant deferral / active EE | $16,592 | $8,102+104.8% | $7,760+113.8% | $6,713+147.2% |
| Admin fee / account holder | $12,983 | $12,406+4.6% | $10,767+20.6% | $11,407+13.8% |