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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 | $93,017 | $148,623-37.4% | $135,974-31.6% | $139,466-33.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 13.49% | 79.30%-65.8pp | 68.30%-54.8pp | 373.66%-360.2pp |
| Employer contribution / active EE | $3,819 | $5,246-27.2% | $4,859-21.4% | $4,754-19.7% |
| Participant deferral / active EE | $9,618 | $8,103+18.7% | $7,760+23.9% | $6,712+43.3% |
| Admin fee / account holder | $16,917 | $12,406+36.4% | $10,767+57.1% | $11,409+48.3% |