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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 | $223,823-66.5% | $211,142-64.4% | $154,746-51.5% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 12.68% | 50.39%-37.7pp | 46.84%-34.2pp | 172.34%-159.7pp |
| Employer contribution / active EE | $7,783 | $6,787+14.7% | $6,442+20.8% | $4,379+77.7% |
| Participant deferral / active EE | $5,185 | $9,750-46.8% | $9,284-44.1% | $6,730-23.0% |
| Admin fee / account holder | $22,700 | $19,707+15.2% | $19,076+19.0% | $14,365+58.0% |