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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 | $156,398-54.8% | $147,318-52.0% | $138,895-49.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 14.65% | 78.75%-64.1pp | 70.43%-55.8pp | 145.39%-130.7pp |
| Employer contribution / active EE | $5,802 | $4,853+19.5% | $4,593+26.3% | $4,194+38.3% |
| Participant deferral / active EE | $10,195 | $8,237+23.8% | $7,906+28.9% | $6,396+59.4% |
| Admin fee / account holder | $33,346 | $14,976+122.7% | $13,708+143.3% | $12,562+165.4% |