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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 | $69,958 | $154,228-54.6% | $145,433-51.9% | $137,256-49.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 13.92% | 74.59%-60.7pp | 66.58%-52.7pp | 220.34%-206.4pp |
| Employer contribution / active EE | $4,716 | $4,804-1.8% | $4,554+3.5% | $4,156+13.5% |
| Participant deferral / active EE | $4,558 | $8,216-44.5% | $7,897-42.3% | $6,407-28.9% |
| Admin fee / account holder | $23,360 | $14,344+62.9% | $13,129+77.9% | $12,270+90.4% |