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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 | $90,384 | $196,972-54.1% | $182,262-50.4% | $198,609-54.5% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 9.76% | 158.27%-148.5pp | 140.60%-130.8pp | 202.70%-192.9pp |
| Employer contribution / active EE | $4,478 | $5,364-16.5% | $5,046-11.2% | $5,055-11.4% |
| Participant deferral / active EE | $8,579 | $8,643-0.7% | $8,276+3.7% | $6,977+23.0% |
| Admin fee / account holder | $35,969 | $18,429+95.2% | $16,712+115.2% | $19,030+89.0% |