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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 | $78,950 | $197,603-60.0% | $177,827-55.6% | $158,950-50.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 17.05% | 58.76%-41.7pp | 48.32%-31.3pp | 302.91%-285.9pp |
| Employer contribution / active EE | $7,496 | $6,698+11.9% | $5,918+26.7% | $4,762+57.4% |
| Participant deferral / active EE | $7,192 | $8,404-14.4% | $7,713-6.8% | $5,983+20.2% |
| Admin fee / account holder | $3,177 | $15,402-79.4% | $12,429-74.4% | $11,248-71.8% |