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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 | $92,653 | $149,778-38.1% | $118,946-22.1% | $158,950-41.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 44.28% | 19.95%+24.3pp | 35.89%+8.4pp | 302.91%-258.6pp |
| Employer contribution / active EE | $2,992 | $4,117-27.3% | $3,263-8.3% | $4,762-37.2% |
| Participant deferral / active EE | $9,763 | $5,225+86.9% | $4,266+128.9% | $5,983+63.2% |
| Admin fee / account holder | $14,166 | $8,604+64.6% | $6,581+115.3% | $11,248+25.9% |