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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 | $181,062-58.9% | $158,223-52.9% | $155,188-52.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 14.53% | 57.39%-42.9pp | 52.09%-37.6pp | 148.84%-134.3pp |
| Employer contribution / active EE | $7,241 | $4,565+58.6% | $4,109+76.2% | $4,248+70.5% |
| Participant deferral / active EE | $3,609 | $6,134-41.2% | $5,467-34.0% | $6,531-44.7% |
| Admin fee / account holder | $2,588 | $18,825-86.3% | $16,047-83.9% | $14,480-82.1% |