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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 | $60,986 | $157,276-61.2% | $141,177-56.8% | $152,885-60.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 19.20% | 64.33%-45.1pp | 71.40%-52.2pp | 345.39%-326.2pp |
| Employer contribution / active EE | $7,127 | $5,262+35.4% | $4,736+50.5% | $4,763+49.6% |
| Participant deferral / active EE | $25,458 | $7,110+258.0% | $6,710+279.4% | $5,851+335.1% |
| Admin fee / account holder | $15,762 | $12,123+30.0% | $10,263+53.6% | $11,598+35.9% |