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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 | $85,527 | $181,062-52.8% | $158,223-45.9% | $155,188-44.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 14.32% | 57.39%-43.1pp | 52.09%-37.8pp | 148.84%-134.5pp |
| Employer contribution / active EE | $5,284 | $4,565+15.8% | $4,109+28.6% | $4,248+24.4% |
| Participant deferral / active EE | $6,161 | $6,134+0.4% | $5,467+12.7% | $6,531-5.7% |
| Admin fee / account holder | $58,183 | $18,825+209.1% | $16,047+262.6% | $14,480+301.8% |