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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 | $110,818 | $209,336-47.1% | $197,124-43.8% | $137,256-19.3% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 18.48% | 48.09%-29.6pp | 44.34%-25.9pp | 220.34%-201.9pp |
| Employer contribution / active EE | $5,059 | $6,591-23.2% | $6,227-18.8% | $4,156+21.7% |
| Participant deferral / active EE | $14,211 | $9,614+47.8% | $9,135+55.6% | $6,407+121.8% |
| Admin fee / account holder | $635 | $17,308-96.3% | $16,298-96.1% | $12,270-94.8% |