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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 | $117,633 | $162,136-27.4% | $152,301-22.8% | $154,746-24.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 13.38% | 91.02%-77.6pp | 80.50%-67.1pp | 172.34%-159.0pp |
| Employer contribution / active EE | $2,460 | $4,890-49.7% | $4,624-46.8% | $4,379-43.8% |
| Participant deferral / active EE | $10,836 | $8,341+29.9% | $8,004+35.4% | $6,730+61.0% |
| Admin fee / account holder | $39,054 | $15,759+147.8% | $14,398+171.3% | $14,365+171.9% |