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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 | $66,866 | $154,228-56.6% | $145,433-54.0% | $137,256-51.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 62.75% | 74.59%-11.8pp | 66.58%-3.8pp | 220.34%-157.6pp |
| Employer contribution / active EE | $7,093 | $4,804+47.7% | $4,554+55.7% | $4,156+70.7% |
| Participant deferral / active EE | $9,835 | $8,216+19.7% | $7,897+24.5% | $6,407+53.5% |
| Admin fee / account holder | $3,549 | $14,344-75.3% | $13,129-73.0% | $12,270-71.1% |