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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 | $119,053 | $181,062-34.2% | $158,223-24.8% | $155,188-23.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 15.99% | 57.39%-41.4pp | 52.09%-36.1pp | 148.84%-132.8pp |
| Employer contribution / active EE | $3,534 | $4,565-22.6% | $4,109-14.0% | $4,248-16.8% |
| Participant deferral / active EE | $5,843 | $6,134-4.8% | $5,467+6.9% | $6,531-10.5% |
| Admin fee / account holder | $75,846 | $18,825+302.9% | $16,047+372.6% | $14,480+423.8% |