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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 | $79,820 | $181,062-55.9% | $158,223-49.6% | $155,188-48.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 13.67% | 57.39%-43.7pp | 52.09%-38.4pp | 148.84%-135.2pp |
| Employer contribution / active EE | $6,572 | $4,565+44.0% | $4,109+59.9% | $4,248+54.7% |
| Participant deferral / active EE | $7,750 | $6,134+26.3% | $5,467+41.8% | $6,531+18.7% |
| Admin fee / account holder | $1,573 | $18,825-91.6% | $16,047-90.2% | $14,480-89.1% |