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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 | $91,166 | $172,111-47.0% | $150,298-39.3% | $137,256-33.6% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 18.31% | 69.37%-51.1pp | 62.79%-44.5pp | 220.34%-202.0pp |
| Employer contribution / active EE | $11,443 | $4,636+146.8% | $4,154+175.5% | $4,156+175.3% |
| Participant deferral / active EE | $5,573 | $6,166-9.6% | $5,453+2.2% | $6,407-13.0% |
| Admin fee / account holder | $2,609 | $16,471-84.2% | $14,116-81.5% | $12,270-78.7% |