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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 | $84,428 | $156,398-46.0% | $147,318-42.7% | $138,895-39.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 30.80% | 78.75%-47.9pp | 70.43%-39.6pp | 145.39%-114.6pp |
| Employer contribution / active EE | $2,109 | $4,853-56.5% | $4,593-54.1% | $4,194-49.7% |
| Participant deferral / active EE | $7,168 | $8,237-13.0% | $7,906-9.3% | $6,396+12.1% |
| Admin fee / account holder | $75,708 | $14,976+405.5% | $13,708+452.3% | $12,562+502.7% |