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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 | $55,084 | $154,228-64.3% | $145,433-62.1% | $137,256-59.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 111.12% | 74.59%+36.5pp | 66.58%+44.5pp | 220.34%-109.2pp |
| Employer contribution / active EE | $2,665 | $4,804-44.5% | $4,554-41.5% | $4,156-35.9% |
| Participant deferral / active EE | $10,003 | $8,216+21.7% | $7,897+26.7% | $6,407+56.1% |
| Admin fee / account holder | $35,114 | $14,344+144.8% | $13,129+167.5% | $12,270+186.2% |