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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 | $76,262 | $172,111-55.7% | $150,298-49.3% | $137,256-44.4% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 15.82% | 69.37%-53.6pp | 62.79%-47.0pp | 220.34%-204.5pp |
| Employer contribution / active EE | $4,167 | $4,636-10.1% | $4,154+0.3% | $4,156+0.3% |
| Participant deferral / active EE | $8,928 | $6,166+44.8% | $5,453+63.7% | $6,407+39.4% |
| Admin fee / account holder | $35,946 | $16,471+118.2% | $14,116+154.7% | $12,270+193.0% |