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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 | $174,379-40.5% | $152,093-31.8% | $138,895-25.4% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 11.58% | 74.86%-63.3pp | 66.36%-54.8pp | 145.39%-133.8pp |
| Employer contribution / active EE | $2,207 | $4,652-52.6% | $4,175-47.1% | $4,194-47.4% |
| Participant deferral / active EE | $9,722 | $6,159+57.8% | $5,451+78.3% | $6,396+52.0% |
| Admin fee / account holder | $32,469 | $16,880+92.4% | $14,497+124.0% | $12,562+158.5% |