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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 | $93,825 | $162,136-42.1% | $152,301-38.4% | $154,746-39.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 15.79% | 91.02%-75.2pp | 80.50%-64.7pp | 172.34%-156.5pp |
| Employer contribution / active EE | $11,438 | $4,890+133.9% | $4,624+147.3% | $4,379+161.2% |
| Participant deferral / active EE | $11,438 | $8,341+37.1% | $8,004+42.9% | $6,730+69.9% |
| Admin fee / account holder | $81,195 | $15,759+415.2% | $14,398+463.9% | $14,365+465.2% |