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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 | $97,111 | $157,296-38.3% | $141,191-31.2% | $152,897-36.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 14.66% | 64.34%-49.7pp | 71.41%-56.7pp | 345.43%-330.8pp |
| Employer contribution / active EE | $3,559 | $5,262-32.4% | $4,736-24.9% | $4,764-25.3% |
| Participant deferral / active EE | $17,595 | $7,111+147.4% | $6,710+162.2% | $5,851+200.7% |
| Admin fee / account holder | $14,321 | $12,125+18.1% | $10,264+39.5% | $11,599+23.5% |