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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 | $108,267 | $185,856-41.7% | $170,028-36.3% | $139,456-22.4% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 15.25% | 60.52%-45.3pp | 53.39%-38.1pp | 373.45%-358.2pp |
| Employer contribution / active EE | $4,100 | $7,593-46.0% | $6,788-39.6% | $4,753-13.7% |
| Participant deferral / active EE | $3,540 | $11,623-69.5% | $10,409-66.0% | $6,711-47.3% |
| Admin fee / account holder | $13,024 | $15,387-15.4% | $12,820+1.6% | $11,407+14.2% |