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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 | $59,904 | $156,398-61.7% | $147,318-59.3% | $138,895-56.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 16.86% | 78.75%-61.9pp | 70.43%-53.6pp | 145.39%-128.5pp |
| Employer contribution / active EE | $5,979 | $4,853+23.2% | $4,593+30.2% | $4,194+42.6% |
| Participant deferral / active EE | $10,316 | $8,237+25.2% | $7,906+30.5% | $6,396+61.3% |
| Admin fee / account holder | $8,011 | $14,976-46.5% | $13,708-41.6% | $12,562-36.2% |