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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 | $117,889 | $223,823-47.3% | $211,142-44.2% | $154,746-23.8% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 19.79% | 50.39%-30.6pp | 46.84%-27.0pp | 172.34%-152.5pp |
| Employer contribution / active EE | $3,491 | $6,787-48.6% | $6,442-45.8% | $4,379-20.3% |
| Participant deferral / active EE | $8,809 | $9,750-9.7% | $9,284-5.1% | $6,730+30.9% |
| Admin fee / account holder | $40,344 | $19,707+104.7% | $19,076+111.5% | $14,365+180.8% |