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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 | $117,372 | $172,111-31.8% | $150,298-21.9% | $137,256-14.5% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 14.25% | 69.37%-55.1pp | 62.79%-48.5pp | 220.34%-206.1pp |
| Employer contribution / active EE | $7,669 | $4,636+65.4% | $4,154+84.6% | $4,156+84.5% |
| Participant deferral / active EE | $4,174 | $6,166-32.3% | $5,453-23.5% | $6,407-34.9% |
| Admin fee / account holder | $862 | $16,471-94.8% | $14,116-93.9% | $12,270-93.0% |