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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 | $93,266 | $162,136-42.5% | $152,301-38.8% | $154,746-39.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 18.95% | 91.02%-72.1pp | 80.50%-61.6pp | 172.34%-153.4pp |
| Employer contribution / active EE | $15,057 | $4,890+207.9% | $4,624+225.6% | $4,379+243.8% |
| Participant deferral / active EE | $5,509 | $8,341-34.0% | $8,004-31.2% | $6,730-18.1% |
| Admin fee / account holder | $2,885 | $15,759-81.7% | $14,398-80.0% | $14,365-79.9% |