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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 | $130,541 | $181,062-27.9% | $158,223-17.5% | $155,188-15.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 13.80% | 57.39%-43.6pp | 52.09%-38.3pp | 148.84%-135.0pp |
| Employer contribution / active EE | $7,233 | $4,565+58.4% | $4,109+76.0% | $4,248+70.3% |
| Participant deferral / active EE | $7,663 | $6,134+24.9% | $5,467+40.2% | $6,531+17.3% |
| Admin fee / account holder | $48,840 | $18,825+159.4% | $16,047+204.4% | $14,480+237.3% |