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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 | $94,328 | $132,634-28.9% | $115,768-18.5% | $137,256-31.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 15.09% | 160.70%-145.6pp | 100.46%-85.4pp | 220.34%-205.2pp |
| Employer contribution / active EE | $4,629 | $3,360+37.8% | $2,940+57.4% | $4,156+11.4% |
| Participant deferral / active EE | $11,950 | $5,619+112.7% | $4,917+143.0% | $6,407+86.5% |
| Admin fee / account holder | $713 | $15,028-95.3% | $12,439-94.3% | $12,270-94.2% |