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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 | $71,372 | $174,379-59.1% | $152,093-53.1% | $138,895-48.6% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 14.81% | 74.86%-60.0pp | 66.36%-51.5pp | 145.39%-130.6pp |
| Employer contribution / active EE | $4,901 | $4,652+5.4% | $4,175+17.4% | $4,194+16.9% |
| Participant deferral / active EE | $7,508 | $6,159+21.9% | $5,451+37.7% | $6,396+17.4% |
| Admin fee / account holder | $31,701 | $16,880+87.8% | $14,497+118.7% | $12,562+152.4% |