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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 | $86,884 | $209,336-58.5% | $197,124-55.9% | $137,256-36.7% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 20.59% | 48.09%-27.5pp | 44.34%-23.8pp | 220.34%-199.7pp |
| Employer contribution / active EE | $5,304 | $6,591-19.5% | $6,227-14.8% | $4,156+27.6% |
| Participant deferral / active EE | $13,977 | $9,614+45.4% | $9,135+53.0% | $6,407+118.2% |
| Admin fee / account holder | $3,913 | $17,308-77.4% | $16,298-76.0% | $12,270-68.1% |