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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 | $117,633 | $156,398-24.8% | $147,318-20.2% | $138,895-15.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 13.38% | 78.75%-65.4pp | 70.43%-57.1pp | 145.39%-132.0pp |
| Employer contribution / active EE | $2,460 | $4,853-49.3% | $4,593-46.4% | $4,194-41.4% |
| Participant deferral / active EE | $10,836 | $8,237+31.5% | $7,906+37.0% | $6,396+69.4% |
| Admin fee / account holder | $39,054 | $14,976+160.8% | $13,708+184.9% | $12,562+210.9% |