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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 | $70,188 | $209,336-66.5% | $197,124-64.4% | $137,256-48.9% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 14.46% | 48.09%-33.6pp | 44.34%-29.9pp | 220.34%-205.9pp |
| Employer contribution / active EE | $4,053 | $6,591-38.5% | $6,227-34.9% | $4,156-2.5% |
| Participant deferral / active EE | $13,117 | $9,614+36.4% | $9,135+43.6% | $6,407+104.7% |
| Admin fee / account holder | $36,205 | $17,308+109.2% | $16,298+122.1% | $12,270+195.1% |