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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 | $95,294 | $174,379-45.4% | $152,093-37.3% | $138,895-31.4% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 15.72% | 74.86%-59.1pp | 66.36%-50.6pp | 145.39%-129.7pp |
| Employer contribution / active EE | $7,683 | $4,652+65.2% | $4,175+84.0% | $4,194+83.2% |
| Participant deferral / active EE | $3,142 | $6,159-49.0% | $5,451-42.4% | $6,396-50.9% |
| Admin fee / account holder | $1,225 | $16,880-92.7% | $14,497-91.6% | $12,562-90.3% |