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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 | $156,398-32.5% | $147,318-28.4% | $138,895-24.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 13.27% | 78.75%-65.5pp | 70.43%-57.2pp | 145.39%-132.1pp |
| Employer contribution / active EE | $5,676 | $4,853+16.9% | $4,593+23.6% | $4,194+35.3% |
| Participant deferral / active EE | $7,396 | $8,237-10.2% | $7,906-6.5% | $6,396+15.6% |
| Admin fee / account holder | $42,822 | $14,976+185.9% | $13,708+212.4% | $12,562+240.9% |