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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 | $84,525 | $181,062-53.3% | $158,223-46.6% | $155,188-45.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 11.23% | 57.39%-46.2pp | 52.09%-40.9pp | 148.84%-137.6pp |
| Employer contribution / active EE | $12,730 | $4,565+178.9% | $4,109+209.8% | $4,248+199.7% |
| Participant deferral / active EE | $6,870 | $6,134+12.0% | $5,467+25.7% | $6,531+5.2% |
| Admin fee / account holder | $920 | $18,825-95.1% | $16,047-94.3% | $14,480-93.6% |