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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 | $73,135 | $156,398-53.2% | $147,318-50.4% | $138,895-47.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 13.53% | 78.75%-65.2pp | 70.43%-56.9pp | 145.39%-131.9pp |
| Employer contribution / active EE | $7,565 | $4,853+55.9% | $4,593+64.7% | $4,194+80.4% |
| Participant deferral / active EE | $5,270 | $8,237-36.0% | $7,906-33.4% | $6,396-17.6% |
| Admin fee / account holder | $532 | $14,976-96.4% | $13,708-96.1% | $12,562-95.8% |