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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 | $103,684 | $181,062-42.7% | $158,223-34.5% | $155,188-33.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 11.58% | 57.39%-45.8pp | 52.09%-40.5pp | 148.84%-137.3pp |
| Employer contribution / active EE | $2,207 | $4,565-51.6% | $4,109-46.3% | $4,248-48.0% |
| Participant deferral / active EE | $9,722 | $6,134+58.5% | $5,467+77.8% | $6,531+48.9% |
| Admin fee / account holder | $32,469 | $18,825+72.5% | $16,047+102.3% | $14,480+124.2% |