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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 | $61,247 | $154,228-60.3% | $145,433-57.9% | $137,256-55.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 25.49% | 74.59%-49.1pp | 66.58%-41.1pp | 220.34%-194.9pp |
| Employer contribution / active EE | $3,567 | $4,804-25.8% | $4,554-21.7% | $4,156-14.2% |
| Participant deferral / active EE | $8,178 | $8,216-0.5% | $7,897+3.5% | $6,407+27.6% |
| Admin fee / account holder | $42,555 | $14,344+196.7% | $13,129+224.1% | $12,270+246.8% |