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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 | $196,972-67.2% | $182,262-64.6% | $198,609-67.5% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 14.66% | 158.27%-143.6pp | 140.60%-125.9pp | 202.70%-188.0pp |
| Employer contribution / active EE | $6,605 | $5,364+23.2% | $5,046+30.9% | $5,055+30.7% |
| Participant deferral / active EE | $7,805 | $8,643-9.7% | $8,276-5.7% | $6,977+11.9% |
| Admin fee / account holder | $33,529 | $18,429+81.9% | $16,712+100.6% | $19,030+76.2% |