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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 | $181,062-60.6% | $158,223-54.9% | $155,188-54.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 14.81% | 57.39%-42.6pp | 52.09%-37.3pp | 148.84%-134.0pp |
| Employer contribution / active EE | $4,901 | $4,565+7.4% | $4,109+19.3% | $4,248+15.4% |
| Participant deferral / active EE | $7,508 | $6,134+22.4% | $5,467+37.3% | $6,531+15.0% |
| Admin fee / account holder | $31,701 | $18,825+68.4% | $16,047+97.5% | $14,480+118.9% |