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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 | $76,182 | $154,228-50.6% | $145,433-47.6% | $137,256-44.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 67.50% | 74.59%-7.1pp | 66.58%+0.9pp | 220.34%-152.8pp |
| Employer contribution / active EE | $4,349 | $4,804-9.5% | $4,554-4.5% | $4,156+4.6% |
| Participant deferral / active EE | $12,399 | $8,216+50.9% | $7,897+57.0% | $6,407+93.5% |
| Admin fee / account holder | $6,354 | $14,344-55.7% | $13,129-51.6% | $12,270-48.2% |