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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 | $58,533 | $156,398-62.6% | $147,318-60.3% | $138,895-57.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 14.11% | 78.75%-64.6pp | 70.43%-56.3pp | 145.39%-131.3pp |
| Employer contribution / active EE | $2,986 | $4,853-38.5% | $4,593-35.0% | $4,194-28.8% |
| Participant deferral / active EE | $4,439 | $8,237-46.1% | $7,906-43.9% | $6,396-30.6% |
| Admin fee / account holder | $30,189 | $14,976+101.6% | $13,708+120.2% | $12,562+140.3% |