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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 | $104,593 | $223,823-53.3% | $211,142-50.5% | $154,746-32.4% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 11.38% | 50.39%-39.0pp | 46.84%-35.5pp | 172.34%-161.0pp |
| Employer contribution / active EE | $2,557 | $6,787-62.3% | $6,442-60.3% | $4,379-41.6% |
| Participant deferral / active EE | $5,689 | $9,750-41.7% | $9,284-38.7% | $6,730-15.5% |
| Admin fee / account holder | $5,373 | $19,707-72.7% | $19,076-71.8% | $14,365-62.6% |