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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 | $96,452 | $174,379-44.7% | $152,093-36.6% | $138,895-30.6% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 16.22% | 74.86%-58.6pp | 66.36%-50.1pp | 145.39%-129.2pp |
| Employer contribution / active EE | $11,063 | $4,652+137.8% | $4,175+165.0% | $4,194+163.8% |
| Participant deferral / active EE | $6,505 | $6,159+5.6% | $5,451+19.3% | $6,396+1.7% |
| Admin fee / account holder | $3,106 | $16,880-81.6% | $14,497-78.6% | $12,562-75.3% |