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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 | $94,488 | $183,592-48.5% | $155,574-39.3% | $145,877-35.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 21.22% | 61.37%-40.2pp | 64.87%-43.6pp | 551.28%-530.1pp |
| Employer contribution / active EE | $8,149 | $5,317+53.3% | $4,676+74.3% | $4,663+74.8% |
| Participant deferral / active EE | $11,884 | $6,466+83.8% | $5,629+111.1% | $6,691+77.6% |
| Admin fee / account holder | $2,074 | $19,316-89.3% | $15,914-87.0% | $13,402-84.5% |