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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 | $90,615 | $174,379-48.0% | $152,093-40.4% | $138,895-34.8% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 16.16% | 74.86%-58.7pp | 66.36%-50.2pp | 145.39%-129.2pp |
| Employer contribution / active EE | $6,274 | $4,652+34.9% | $4,175+50.3% | $4,194+49.6% |
| Participant deferral / active EE | $2,805 | $6,159-54.5% | $5,451-48.6% | $6,396-56.2% |
| Admin fee / account holder | $9,206 | $16,880-45.5% | $14,497-36.5% | $12,562-26.7% |