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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 | $95,865 | $162,136-40.9% | $152,301-37.1% | $154,746-38.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 14.91% | 91.02%-76.1pp | 80.50%-65.6pp | 172.34%-157.4pp |
| Employer contribution / active EE | $3,499 | $4,890-28.5% | $4,624-24.3% | $4,379-20.1% |
| Participant deferral / active EE | $16,940 | $8,341+103.1% | $8,004+111.7% | $6,730+151.7% |
| Admin fee / account holder | $33,301 | $15,759+111.3% | $14,398+131.3% | $14,365+131.8% |