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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 | $94,021 | $162,136-42.0% | $152,301-38.3% | $154,746-39.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 15.13% | 91.02%-75.9pp | 80.50%-65.4pp | 172.34%-157.2pp |
| Employer contribution / active EE | $1,956 | $4,890-60.0% | $4,624-57.7% | $4,379-55.3% |
| Participant deferral / active EE | $38,794 | $8,341+365.1% | $8,004+384.7% | $6,730+476.4% |
| Admin fee / account holder | $31,034 | $15,759+96.9% | $14,398+115.5% | $14,365+116.0% |