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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 | $112,731 | $228,352-50.6% | $185,835-39.3% | $158,966-29.1% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 8.14% | 40.81%-32.7pp | 35.96%-27.8pp | 302.95%-294.8pp |
| Employer contribution / active EE | $6,152 | $4,967+23.9% | $4,087+50.5% | $4,762+29.2% |
| Participant deferral / active EE | $6,446 | $6,416+0.5% | $5,633+14.4% | $5,983+7.7% |
| Admin fee / account holder | $17,566 | $11,867+48.0% | $9,502+84.9% | $11,250+56.1% |