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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 | $97,971 | $209,336-53.2% | $197,124-50.3% | $137,256-28.6% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 14.73% | 48.09%-33.4pp | 44.34%-29.6pp | 220.34%-205.6pp |
| Employer contribution / active EE | $2,563 | $6,591-61.1% | $6,227-58.8% | $4,156-38.3% |
| Participant deferral / active EE | $6,194 | $9,614-35.6% | $9,135-32.2% | $6,407-3.3% |
| Admin fee / account holder | $8,759 | $17,308-49.4% | $16,298-46.3% | $12,270-28.6% |