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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 | $87,494 | $185,856-52.9% | $170,028-48.5% | $139,456-37.3% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 20.13% | 60.52%-40.4pp | 53.39%-33.3pp | 373.45%-353.3pp |
| Employer contribution / active EE | $3,731 | $7,593-50.9% | $6,788-45.0% | $4,753-21.5% |
| Participant deferral / active EE | $10,123 | $11,623-12.9% | $10,409-2.8% | $6,711+50.8% |
| Admin fee / account holder | $12,726 | $15,387-17.3% | $12,820-0.7% | $11,407+11.6% |