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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 | $86,660 | $196,972-56.0% | $182,262-52.5% | $198,609-56.4% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 18.99% | 158.27%-139.3pp | 140.60%-121.6pp | 202.70%-183.7pp |
| Employer contribution / active EE | $2,945 | $5,364-45.1% | $5,046-41.6% | $5,055-41.8% |
| Participant deferral / active EE | $10,167 | $8,643+17.6% | $8,276+22.8% | $6,977+45.7% |
| Admin fee / account holder | $429 | $18,429-97.7% | $16,712-97.4% | $19,030-97.7% |