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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 | $75,076 | $209,336-64.1% | $197,124-61.9% | $137,256-45.3% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 12.68% | 48.09%-35.4pp | 44.34%-31.7pp | 220.34%-207.7pp |
| Employer contribution / active EE | $7,783 | $6,591+18.1% | $6,227+25.0% | $4,156+87.3% |
| Participant deferral / active EE | $5,185 | $9,614-46.1% | $9,135-43.2% | $6,407-19.1% |
| Admin fee / account holder | $22,700 | $17,308+31.2% | $16,298+39.3% | $12,270+85.0% |