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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 | $66,645 | $154,228-56.8% | $145,433-54.2% | $137,256-51.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 88.71% | 74.59%+14.1pp | 66.58%+22.1pp | 220.34%-131.6pp |
| Employer contribution / active EE | $6,393 | $4,804+33.1% | $4,554+40.4% | $4,156+53.8% |
| Participant deferral / active EE | $6,478 | $8,216-21.2% | $7,897-18.0% | $6,407+1.1% |
| Admin fee / account holder | $1,580 | $14,344-89.0% | $13,129-88.0% | $12,270-87.1% |