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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 | $196,972-51.6% | $182,262-47.7% | $198,609-52.0% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 14.85% | 158.27%-143.4pp | 140.60%-125.7pp | 202.70%-187.8pp |
| Employer contribution / active EE | $3,820 | $5,364-28.8% | $5,046-24.3% | $5,055-24.4% |
| Participant deferral / active EE | $14,565 | $8,643+68.5% | $8,276+76.0% | $6,977+108.8% |
| Admin fee / account holder | $16,345 | $18,429-11.3% | $16,712-2.2% | $19,030-14.1% |