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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 | $91,115 | $196,972-53.7% | $182,262-50.0% | $198,609-54.1% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 21.64% | 158.27%-136.6pp | 140.60%-119.0pp | 202.70%-181.1pp |
| Employer contribution / active EE | $7,095 | $5,364+32.3% | $5,046+40.6% | $5,055+40.3% |
| Participant deferral / active EE | $14,360 | $8,643+66.1% | $8,276+73.5% | $6,977+105.8% |
| Admin fee / account holder | $420 | $18,429-97.7% | $16,712-97.5% | $19,030-97.8% |