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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 | $96,461 | $223,823-56.9% | $211,142-54.3% | $154,746-37.7% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 12.52% | 50.39%-37.9pp | 46.84%-34.3pp | 172.34%-159.8pp |
| Employer contribution / active EE | $5,600 | $6,787-17.5% | $6,442-13.1% | $4,379+27.9% |
| Participant deferral / active EE | $11,727 | $9,750+20.3% | $9,284+26.3% | $6,730+74.2% |
| Admin fee / account holder | $75,594 | $19,707+283.6% | $19,076+296.3% | $14,365+426.2% |