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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 | $227,291-58.2% | $214,702-55.8% | $155,188-38.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 19.78% | 60.08%-40.3pp | 54.55%-34.8pp | 148.84%-129.1pp |
| Employer contribution / active EE | $3,291 | $6,772-51.4% | $6,461-49.1% | $4,248-22.5% |
| Participant deferral / active EE | $16,643 | $9,582+73.7% | $9,147+82.0% | $6,531+154.8% |
| Admin fee / account holder | $9,939 | $20,413-51.3% | $19,830-49.9% | $14,480-31.4% |