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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 | $70,911 | $183,516-61.4% | $155,534-54.4% | $145,884-51.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 16.12% | 61.43%-45.3pp | 64.92%-48.8pp | 551.85%-535.7pp |
| Employer contribution / active EE | $4,739 | $5,315-10.8% | $4,675+1.4% | $4,662+1.6% |
| Participant deferral / active EE | $7,196 | $6,467+11.3% | $5,630+27.8% | $6,690+7.6% |
| Admin fee / account holder | $24,130 | $19,293+25.1% | $15,900+51.8% | $13,392+80.2% |