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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 | $93,596 | $209,336-55.3% | $197,124-52.5% | $137,256-31.8% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 20.26% | 48.09%-27.8pp | 44.34%-24.1pp | 220.34%-200.1pp |
| Employer contribution / active EE | $3,958 | $6,591-39.9% | $6,227-36.4% | $4,156-4.8% |
| Participant deferral / active EE | $16,250 | $9,614+69.0% | $9,135+77.9% | $6,407+153.6% |
| Admin fee / account holder | $11,865 | $17,308-31.4% | $16,298-27.2% | $12,270-3.3% |