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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 | $95,386 | $154,228-38.2% | $145,433-34.4% | $137,256-30.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 14.85% | 74.59%-59.7pp | 66.58%-51.7pp | 220.34%-205.5pp |
| Employer contribution / active EE | $3,820 | $4,804-20.5% | $4,554-16.1% | $4,156-8.1% |
| Participant deferral / active EE | $14,565 | $8,216+77.3% | $7,897+84.4% | $6,407+127.3% |
| Admin fee / account holder | $16,345 | $14,344+14.0% | $13,129+24.5% | $12,270+33.2% |