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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 | $99,545 | $154,228-35.5% | $145,433-31.6% | $137,256-27.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 14.79% | 74.59%-59.8pp | 66.58%-51.8pp | 220.34%-205.5pp |
| Employer contribution / active EE | $10,443 | $4,804+117.4% | $4,554+129.3% | $4,156+151.3% |
| Participant deferral / active EE | $8,729 | $8,216+6.2% | $7,897+10.5% | $6,407+36.3% |
| Admin fee / account holder | $3,697 | $14,344-74.2% | $13,129-71.8% | $12,270-69.9% |