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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 | $90,827 | $209,336-56.6% | $197,124-53.9% | $137,256-33.8% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 15.49% | 48.09%-32.6pp | 44.34%-28.9pp | 220.34%-204.9pp |
| Employer contribution / active EE | $8,968 | $6,591+36.1% | $6,227+44.0% | $4,156+115.8% |
| Participant deferral / active EE | $5,255 | $9,614-45.3% | $9,135-42.5% | $6,407-18.0% |
| Admin fee / account holder | $12,168 | $17,308-29.7% | $16,298-25.3% | $12,270-0.8% |