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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 | $75,087 | $154,228-51.3% | $145,433-48.4% | $137,256-45.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 36.06% | 74.59%-38.5pp | 66.58%-30.5pp | 220.34%-184.3pp |
| Employer contribution / active EE | $3,436 | $4,804-28.5% | $4,554-24.6% | $4,156-17.3% |
| Participant deferral / active EE | $6,563 | $8,216-20.1% | $7,897-16.9% | $6,407+2.4% |
| Admin fee / account holder | $20,666 | $14,344+44.1% | $13,129+57.4% | $12,270+68.4% |