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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 | $158,095 | $223,823-29.4% | $211,142-25.1% | $154,746+2.2% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 14.65% | 50.39%-35.7pp | 46.84%-32.2pp | 172.34%-157.7pp |
| Employer contribution / active EE | $7,565 | $6,787+11.5% | $6,442+17.4% | $4,379+72.8% |
| Participant deferral / active EE | $6,536 | $9,750-33.0% | $9,284-29.6% | $6,730-2.9% |
| Admin fee / account holder | $4,507 | $19,707-77.1% | $19,076-76.4% | $14,365-68.6% |