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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 | $70,806 | $181,062-60.9% | $158,223-55.2% | $155,188-54.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 10.51% | 57.39%-46.9pp | 52.09%-41.6pp | 148.84%-138.3pp |
| Employer contribution / active EE | $9,745 | $4,565+113.5% | $4,109+137.2% | $4,248+129.4% |
| Participant deferral / active EE | $8,669 | $6,134+41.3% | $5,467+58.6% | $6,531+32.7% |
| Admin fee / account holder | $4,761 | $18,825-74.7% | $16,047-70.3% | $14,480-67.1% |