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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 | $105,359 | $154,228-31.7% | $145,433-27.6% | $137,256-23.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 14.36% | 74.59%-60.2pp | 66.58%-52.2pp | 220.34%-206.0pp |
| Employer contribution / active EE | $9,061 | $4,804+88.6% | $4,554+99.0% | $4,156+118.0% |
| Participant deferral / active EE | $7,843 | $8,216-4.5% | $7,897-0.7% | $6,407+22.4% |
| Admin fee / account holder | $6,009 | $14,344-58.1% | $13,129-54.2% | $12,270-51.0% |