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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 | $104,011 | $162,136-35.8% | $152,301-31.7% | $154,746-32.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 16.68% | 91.02%-74.3pp | 80.50%-63.8pp | 172.34%-155.7pp |
| Employer contribution / active EE | $4,355 | $4,890-11.0% | $4,624-5.8% | $4,379-0.6% |
| Participant deferral / active EE | $26,903 | $8,341+222.5% | $8,004+236.1% | $6,730+299.7% |
| Admin fee / account holder | $16,639 | $15,759+5.6% | $14,398+15.6% | $14,365+15.8% |