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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 | $91,777 | $162,136-43.4% | $152,301-39.7% | $154,746-40.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 22.71% | 91.02%-68.3pp | 80.50%-57.8pp | 172.34%-149.6pp |
| Employer contribution / active EE | $11,447 | $4,890+134.1% | $4,624+147.5% | $4,379+161.4% |
| Participant deferral / active EE | $21,543 | $8,341+158.3% | $8,004+169.2% | $6,730+220.1% |
| Admin fee / account holder | $19,302 | $15,759+22.5% | $14,398+34.1% | $14,365+34.4% |