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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 | $93,040 | $197,637-52.9% | $177,848-47.7% | $158,982-41.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 15.05% | 58.77%-43.7pp | 48.33%-33.3pp | 302.99%-287.9pp |
| Employer contribution / active EE | $3,967 | $6,698-40.8% | $5,919-33.0% | $4,763-16.7% |
| Participant deferral / active EE | $11,838 | $8,405+40.8% | $7,714+53.5% | $5,983+97.8% |
| Admin fee / account holder | $14,489 | $15,406-6.0% | $12,431+16.6% | $11,252+28.8% |