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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 | $69,726 | $223,823-68.8% | $211,142-67.0% | $154,746-54.9% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 22.79% | 50.39%-27.6pp | 46.84%-24.1pp | 172.34%-149.6pp |
| Employer contribution / active EE | $7,213 | $6,787+6.3% | $6,442+12.0% | $4,379+64.7% |
| Participant deferral / active EE | $14,236 | $9,750+46.0% | $9,284+53.3% | $6,730+111.5% |
| Admin fee / account holder | $7,421 | $19,707-62.3% | $19,076-61.1% | $14,365-48.3% |