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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 | $75,440 | $108,911-30.7% | $100,392-24.9% | $145,884-48.3% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 13.11% | 58.23%-45.1pp | 49.45%-36.3pp | 551.85%-538.7pp |
| Employer contribution / active EE | $4,496 | $4,420+1.7% | $3,941+14.1% | $4,662-3.6% |
| Participant deferral / active EE | $14,774 | $8,459+74.7% | $8,090+82.6% | $6,690+120.9% |
| Admin fee / account holder | $4,655 | $9,698-52.0% | $7,904-41.1% | $13,392-65.2% |