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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 | $94,767 | $183,592-48.4% | $155,574-39.1% | $145,877-35.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.88% | 61.37%-51.5pp | 64.87%-55.0pp | 551.28%-541.4pp |
| Employer contribution / active EE | $5,615 | $5,317+5.6% | $4,676+20.1% | $4,663+20.4% |
| Participant deferral / active EE | $4,785 | $6,466-26.0% | $5,629-15.0% | $6,691-28.5% |
| Admin fee / account holder | $1,768 | $19,316-90.8% | $15,914-88.9% | $13,402-86.8% |