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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 | $93,593 | $196,972-52.5% | $182,262-48.6% | $198,609-52.9% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 19.13% | 158.27%-139.1pp | 140.60%-121.5pp | 202.70%-183.6pp |
| Employer contribution / active EE | $5,745 | $5,364+7.1% | $5,046+13.9% | $5,055+13.6% |
| Participant deferral / active EE | $12,545 | $8,643+45.2% | $8,276+51.6% | $6,977+79.8% |
| Admin fee / account holder | $2,925 | $18,429-84.1% | $16,712-82.5% | $19,030-84.6% |