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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 | $93,090 | $108,922-14.5% | $100,398-7.3% | $145,978-36.2% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 14.83% | 58.04%-43.2pp | 49.32%-34.5pp | 550.52%-535.7pp |
| Employer contribution / active EE | $4,177 | $4,426-5.6% | $3,946+5.8% | $4,662-10.4% |
| Participant deferral / active EE | $11,675 | $8,450+38.2% | $8,084+44.4% | $6,690+74.5% |
| Admin fee / account holder | $8,609 | $9,680-11.1% | $7,893+9.1% | $13,400-35.8% |