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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 | $99,351 | $162,136-38.7% | $152,301-34.8% | $154,746-35.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 13.83% | 91.02%-77.2pp | 80.50%-66.7pp | 172.34%-158.5pp |
| Employer contribution / active EE | $2,522 | $4,890-48.4% | $4,624-45.5% | $4,379-42.4% |
| Participant deferral / active EE | $18,432 | $8,341+121.0% | $8,004+130.3% | $6,730+173.9% |
| Admin fee / account holder | $42,536 | $15,759+169.9% | $14,398+195.4% | $14,365+196.1% |