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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 | $64,570 | $154,228-58.1% | $145,433-55.6% | $137,256-53.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 14.66% | 74.59%-59.9pp | 66.58%-51.9pp | 220.34%-205.7pp |
| Employer contribution / active EE | $6,605 | $4,804+37.5% | $4,554+45.0% | $4,156+58.9% |
| Participant deferral / active EE | $7,805 | $8,216-5.0% | $7,897-1.2% | $6,407+21.8% |
| Admin fee / account holder | $33,529 | $14,344+133.8% | $13,129+155.4% | $12,270+173.3% |