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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 | $91,962 | $156,398-41.2% | $147,318-37.6% | $138,895-33.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 18.52% | 78.75%-60.2pp | 70.43%-51.9pp | 145.39%-126.9pp |
| Employer contribution / active EE | $10,663 | $4,853+119.7% | $4,593+132.2% | $4,194+154.2% |
| Participant deferral / active EE | $7,136 | $8,237-13.4% | $7,906-9.7% | $6,396+11.6% |
| Admin fee / account holder | $2,986 | $14,976-80.1% | $13,708-78.2% | $12,562-76.2% |