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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 | $55,109 | $172,111-68.0% | $150,298-63.3% | $137,256-59.8% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 13.90% | 69.37%-55.5pp | 62.79%-48.9pp | 220.34%-206.4pp |
| Employer contribution / active EE | $3,928 | $4,636-15.3% | $4,154-5.4% | $4,156-5.5% |
| Participant deferral / active EE | $9,791 | $6,166+58.8% | $5,453+79.6% | $6,407+52.8% |
| Admin fee / account holder | $120,181 | $16,471+629.7% | $14,116+751.4% | $12,270+879.5% |