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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 | $57,774 | $183,516-68.5% | $155,534-62.9% | $145,884-60.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 18.31% | 61.43%-43.1pp | 64.92%-46.6pp | 551.85%-533.5pp |
| Employer contribution / active EE | $6,711 | $5,315+26.3% | $4,675+43.6% | $4,662+43.9% |
| Participant deferral / active EE | $5,728 | $6,467-11.4% | $5,630+1.7% | $6,690-14.4% |
| Admin fee / account holder | $1,438 | $19,293-92.5% | $15,900-91.0% | $13,392-89.3% |