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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 | $94,780 | $201,370-52.9% | $184,256-48.6% | $145,897-35.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 14.63% | 29.05%-14.4pp | 28.85%-14.2pp | 552.29%-537.7pp |
| Employer contribution / active EE | $3,403 | $7,024-51.6% | $6,427-47.1% | $4,663-27.0% |
| Participant deferral / active EE | $17,955 | $9,808+83.1% | $9,133+96.6% | $6,689+168.4% |
| Admin fee / account holder | $14,271 | $16,364-12.8% | $13,899+2.7% | $13,390+6.6% |