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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 | $85,972 | $157,296-45.3% | $141,191-39.1% | $152,897-43.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 18.58% | 64.34%-45.8pp | 71.41%-52.8pp | 345.43%-326.8pp |
| Employer contribution / active EE | $5,649 | $5,262+7.3% | $4,736+19.3% | $4,764+18.6% |
| Participant deferral / active EE | $11,667 | $7,111+64.1% | $6,710+73.9% | $5,851+99.4% |
| Admin fee / account holder | $13,653 | $12,125+12.6% | $10,264+33.0% | $11,599+17.7% |