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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 | $98,263 | $155,555-36.8% | $146,866-33.1% | $155,188-36.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 44.50% | 115.41%-70.9pp | 102.85%-58.4pp | 148.84%-104.3pp |
| Employer contribution / active EE | $9,418 | $4,647+102.7% | $4,425+112.8% | $4,248+121.7% |
| Participant deferral / active EE | $20,311 | $8,044+152.5% | $7,759+161.8% | $6,531+211.0% |
| Admin fee / account holder | $11,657 | $14,755-21.0% | $13,620-14.4% | $14,480-19.5% |