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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 | $107,417 | $185,856-42.2% | $170,028-36.8% | $139,456-23.0% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 22.16% | 60.52%-38.4pp | 53.39%-31.2pp | 373.45%-351.3pp |
| Employer contribution / active EE | $4,301 | $7,593-43.4% | $6,788-36.6% | $4,753-9.5% |
| Participant deferral / active EE | $12,998 | $11,623+11.8% | $10,409+24.9% | $6,711+93.7% |
| Admin fee / account holder | $3,397 | $15,387-77.9% | $12,820-73.5% | $11,407-70.2% |