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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 | $94,895 | $223,823-57.6% | $211,142-55.1% | $154,746-38.7% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 19.78% | 50.39%-30.6pp | 46.84%-27.1pp | 172.34%-152.6pp |
| Employer contribution / active EE | $3,291 | $6,787-51.5% | $6,442-48.9% | $4,379-24.8% |
| Participant deferral / active EE | $16,643 | $9,750+70.7% | $9,284+79.3% | $6,730+147.3% |
| Admin fee / account holder | $9,939 | $19,707-49.6% | $19,076-47.9% | $14,365-30.8% |