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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 | $88,480 | $172,111-48.6% | $150,298-41.1% | $137,256-35.5% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 16.27% | 69.37%-53.1pp | 62.79%-46.5pp | 220.34%-204.1pp |
| Employer contribution / active EE | $2,516 | $4,636-45.7% | $4,154-39.4% | $4,156-39.5% |
| Participant deferral / active EE | $7,989 | $6,166+29.6% | $5,453+46.5% | $6,407+24.7% |
| Admin fee / account holder | $43,022 | $16,471+161.2% | $14,116+204.8% | $12,270+250.6% |