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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 | $155,555-45.7% | $146,866-42.5% | $155,188-45.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 30.80% | 115.41%-84.6pp | 102.85%-72.1pp | 148.84%-118.0pp |
| Employer contribution / active EE | $2,109 | $4,647-54.6% | $4,425-52.3% | $4,248-50.3% |
| Participant deferral / active EE | $7,168 | $8,044-10.9% | $7,759-7.6% | $6,531+9.8% |
| Admin fee / account holder | $75,708 | $14,755+413.1% | $13,620+455.9% | $14,480+422.9% |