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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 | $88,890 | $227,291-60.9% | $214,702-58.6% | $155,188-42.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 9.35% | 60.08%-50.7pp | 54.55%-45.2pp | 148.84%-139.5pp |
| Employer contribution / active EE | $5,653 | $6,772-16.5% | $6,461-12.5% | $4,248+33.1% |
| Participant deferral / active EE | $20,661 | $9,582+115.6% | $9,147+125.9% | $6,531+216.3% |
| Admin fee / account holder | $15,017 | $20,413-26.4% | $19,830-24.3% | $14,480+3.7% |