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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 | $78,472 | $181,062-56.7% | $158,223-50.4% | $155,188-49.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 15.61% | 57.39%-41.8pp | 52.09%-36.5pp | 148.84%-133.2pp |
| Employer contribution / active EE | $4,766 | $4,565+4.4% | $4,109+16.0% | $4,248+12.2% |
| Participant deferral / active EE | $8,451 | $6,134+37.8% | $5,467+54.6% | $6,531+29.4% |
| Admin fee / account holder | $8,651 | $18,825-54.0% | $16,047-46.1% | $14,480-40.3% |