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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 | $95,734 | $196,972-51.4% | $182,262-47.5% | $198,609-51.8% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 22.00% | 158.27%-136.3pp | 140.60%-118.6pp | 202.70%-180.7pp |
| Employer contribution / active EE | $2,995 | $5,364-44.2% | $5,046-40.6% | $5,055-40.8% |
| Participant deferral / active EE | $11,750 | $8,643+36.0% | $8,276+42.0% | $6,977+68.4% |
| Admin fee / account holder | $2,692 | $18,429-85.4% | $16,712-83.9% | $19,030-85.9% |