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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 | $99,217 | $185,856-46.6% | $170,028-41.6% | $139,456-28.9% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 16.63% | 60.52%-43.9pp | 53.39%-36.8pp | 373.45%-356.8pp |
| Employer contribution / active EE | $2,209 | $7,593-70.9% | $6,788-67.5% | $4,753-53.5% |
| Participant deferral / active EE | $16,206 | $11,623+39.4% | $10,409+55.7% | $6,711+141.5% |
| Admin fee / account holder | $11,826 | $15,387-23.1% | $12,820-7.8% | $11,407+3.7% |