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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 | $70,665 | $154,228-54.2% | $145,433-51.4% | $137,256-48.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 14.65% | 74.59%-59.9pp | 66.58%-51.9pp | 220.34%-205.7pp |
| Employer contribution / active EE | $5,802 | $4,804+20.8% | $4,554+27.4% | $4,156+39.6% |
| Participant deferral / active EE | $10,195 | $8,216+24.1% | $7,897+29.1% | $6,407+59.1% |
| Admin fee / account holder | $33,346 | $14,344+132.5% | $13,129+154.0% | $12,270+171.8% |