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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 | $95,402 | $227,291-58.0% | $214,702-55.6% | $155,188-38.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 14.30% | 60.08%-45.8pp | 54.55%-40.3pp | 148.84%-134.5pp |
| Employer contribution / active EE | $6,453 | $6,772-4.7% | $6,461-0.1% | $4,248+51.9% |
| Participant deferral / active EE | $33,070 | $9,582+245.1% | $9,147+261.5% | $6,531+406.3% |
| Admin fee / account holder | $39,468 | $20,413+93.3% | $19,830+99.0% | $14,480+172.6% |