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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 | $79,529 | $154,228-48.4% | $145,433-45.3% | $137,256-42.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 16.49% | 74.59%-58.1pp | 66.58%-50.1pp | 220.34%-203.9pp |
| Employer contribution / active EE | $7,207 | $4,804+50.0% | $4,554+58.2% | $4,156+73.4% |
| Participant deferral / active EE | $10,060 | $8,216+22.4% | $7,897+27.4% | $6,407+57.0% |
| Admin fee / account holder | $6,752 | $14,344-52.9% | $13,129-48.6% | $12,270-45.0% |