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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 | $97,754 | $169,336-42.3% | $129,384-24.4% | $145,884-33.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 14.54% | 14408.70%-14394.2pp | 9461.77%-9447.2pp | 551.85%-537.3pp |
| Employer contribution / active EE | $4,606 | $5,540-16.9% | $4,153+10.9% | $4,662-1.2% |
| Participant deferral / active EE | $16,364 | $4,985+228.3% | $4,166+292.8% | $6,690+144.6% |
| Admin fee / account holder | $10,163 | $9,912+2.5% | $7,686+32.2% | $13,392-24.1% |