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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 | $105,519 | $154,228-31.6% | $145,433-27.4% | $137,256-23.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 13.27% | 74.59%-61.3pp | 66.58%-53.3pp | 220.34%-207.1pp |
| Employer contribution / active EE | $5,676 | $4,804+18.1% | $4,554+24.6% | $4,156+36.6% |
| Participant deferral / active EE | $7,396 | $8,216-10.0% | $7,897-6.3% | $6,407+15.4% |
| Admin fee / account holder | $42,822 | $14,344+198.5% | $13,129+226.2% | $12,270+249.0% |