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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 | $223,823-68.6% | $211,142-66.8% | $154,746-54.6% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 14.46% | 50.39%-35.9pp | 46.84%-32.4pp | 172.34%-157.9pp |
| Employer contribution / active EE | $4,053 | $6,787-40.3% | $6,442-37.1% | $4,379-7.4% |
| Participant deferral / active EE | $13,117 | $9,750+34.5% | $9,284+41.3% | $6,730+94.9% |
| Admin fee / account holder | $36,205 | $19,707+83.7% | $19,076+89.8% | $14,365+152.0% |