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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 | $103,788 | $172,111-39.7% | $150,298-30.9% | $137,256-24.4% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 13.59% | 69.37%-55.8pp | 62.79%-49.2pp | 220.34%-206.7pp |
| Employer contribution / active EE | $5,726 | $4,636+23.5% | $4,154+37.8% | $4,156+37.8% |
| Participant deferral / active EE | $6,708 | $6,166+8.8% | $5,453+23.0% | $6,407+4.7% |
| Admin fee / account holder | $7,554 | $16,471-54.1% | $14,116-46.5% | $12,270-38.4% |