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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 | $44,160 | $181,062-75.6% | $158,223-72.1% | $155,188-71.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 14.83% | 57.39%-42.6pp | 52.09%-37.3pp | 148.84%-134.0pp |
| Employer contribution / active EE | $5,935 | $4,565+30.0% | $4,109+44.5% | $4,248+39.7% |
| Participant deferral / active EE | $6,314 | $6,134+2.9% | $5,467+15.5% | $6,531-3.3% |
| Admin fee / account holder | $6,477 | $18,825-65.6% | $16,047-59.6% | $14,480-55.3% |