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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 | $86,045 | $162,136-46.9% | $152,301-43.5% | $154,746-44.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 15.99% | 91.02%-75.0pp | 80.50%-64.5pp | 172.34%-156.3pp |
| Employer contribution / active EE | $12,342 | $4,890+152.4% | $4,624+166.9% | $4,379+181.8% |
| Participant deferral / active EE | $17,663 | $8,341+111.8% | $8,004+120.7% | $6,730+162.4% |
| Admin fee / account holder | $19,785 | $15,759+25.5% | $14,398+37.4% | $14,365+37.7% |