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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 | $106,645 | $223,823-52.4% | $211,142-49.5% | $154,746-31.1% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 19.32% | 50.39%-31.1pp | 46.84%-27.5pp | 172.34%-153.0pp |
| Employer contribution / active EE | $8,520 | $6,787+25.5% | $6,442+32.3% | $4,379+94.6% |
| Participant deferral / active EE | $14,115 | $9,750+44.8% | $9,284+52.0% | $6,730+109.7% |
| Admin fee / account holder | $5,749 | $19,707-70.8% | $19,076-69.9% | $14,365-60.0% |