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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 | $94,189 | $174,379-46.0% | $152,093-38.1% | $138,895-32.2% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 17.15% | 74.86%-57.7pp | 66.36%-49.2pp | 145.39%-128.2pp |
| Employer contribution / active EE | $17,047 | $4,652+266.5% | $4,175+308.3% | $4,194+306.4% |
| Participant deferral / active EE | $6,394 | $6,159+3.8% | $5,451+17.3% | $6,3960% |
| Admin fee / account holder | $3,242 | $16,880-80.8% | $14,497-77.6% | $12,562-74.2% |