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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 | $100,733 | $212,386-52.6% | $199,883-49.6% | $138,895-27.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 15.42% | 47.75%-32.3pp | 43.81%-28.4pp | 145.39%-130.0pp |
| Employer contribution / active EE | $3,290 | $6,625-50.3% | $6,261-47.5% | $4,194-21.6% |
| Participant deferral / active EE | $12,039 | $9,617+25.2% | $9,138+31.7% | $6,396+88.2% |
| Admin fee / account holder | $16,200 | $18,233-11.1% | $17,268-6.2% | $12,562+29.0% |