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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 | $93,596 | $154,228-39.3% | $145,433-35.6% | $137,256-31.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 14.79% | 74.59%-59.8pp | 66.58%-51.8pp | 220.34%-205.5pp |
| Employer contribution / active EE | $11,893 | $4,804+147.6% | $4,554+161.1% | $4,156+186.2% |
| Participant deferral / active EE | $10,644 | $8,216+29.5% | $7,897+34.8% | $6,407+66.1% |
| Admin fee / account holder | $1,042 | $14,344-92.7% | $13,129-92.1% | $12,270-91.5% |