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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 | $70,925 | $181,062-60.8% | $158,223-55.2% | $155,188-54.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 13.98% | 57.39%-43.4pp | 52.09%-38.1pp | 148.84%-134.9pp |
| Employer contribution / active EE | $3,248 | $4,565-28.9% | $4,109-21.0% | $4,248-23.5% |
| Participant deferral / active EE | $7,395 | $6,134+20.5% | $5,467+35.3% | $6,531+13.2% |
| Admin fee / account holder | $45,969 | $18,825+144.2% | $16,047+186.5% | $14,480+217.5% |