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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 | $74,454 | $174,379-57.3% | $152,093-51.0% | $138,895-46.4% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 14.53% | 74.86%-60.3pp | 66.36%-51.8pp | 145.39%-130.9pp |
| Employer contribution / active EE | $7,241 | $4,652+55.7% | $4,175+73.5% | $4,194+72.7% |
| Participant deferral / active EE | $3,609 | $6,159-41.4% | $5,451-33.8% | $6,396-43.6% |
| Admin fee / account holder | $2,588 | $16,880-84.7% | $14,497-82.1% | $12,562-79.4% |