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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 | $92,051 | $185,905-50.5% | $170,057-45.9% | $139,487-34.0% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 14.66% | 60.56%-45.9pp | 53.42%-38.8pp | 373.84%-359.2pp |
| Employer contribution / active EE | $3,247 | $7,597-57.3% | $6,790-52.2% | $4,755-31.7% |
| Participant deferral / active EE | $10,921 | $11,627-6.1% | $10,411+4.9% | $6,713+62.7% |
| Admin fee / account holder | $1,234 | $15,397-92.0% | $12,826-90.4% | $11,407-89.2% |