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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 | $112,466 | $227,399-50.5% | $189,758-40.7% | $198,609-43.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 19.19% | 61.03%-41.8pp | 52.62%-33.4pp | 202.70%-183.5pp |
| Employer contribution / active EE | $3,285 | $5,526-40.6% | $4,767-31.1% | $5,055-35.0% |
| Participant deferral / active EE | $9,617 | $6,837+40.7% | $5,856+64.2% | $6,977+37.8% |
| Admin fee / account holder | $23,772 | $25,162-5.5% | $20,388+16.6% | $19,030+24.9% |