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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 | $81,346 | $196,972-58.7% | $182,262-55.4% | $198,609-59.0% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 17.25% | 158.27%-141.0pp | 140.60%-123.3pp | 202.70%-185.5pp |
| Employer contribution / active EE | $4,675 | $5,364-12.8% | $5,046-7.4% | $5,055-7.5% |
| Participant deferral / active EE | $9,147 | $8,643+5.8% | $8,276+10.5% | $6,977+31.1% |
| Admin fee / account holder | $5,578 | $18,429-69.7% | $16,712-66.6% | $19,030-70.7% |