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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 | $65,624 | $135,956-51.7% | $123,894-47.0% | $273,972-76.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 17.63% | 56.63%-39.0pp | 47.52%-29.9pp | 41.46%-23.8pp |
| Employer contribution / active EE | $12,467 | $5,170+141.1% | $4,617+170.0% | $4,869+156.1% |
| Participant deferral / active EE | $15,378 | $6,343+142.5% | $5,984+157.0% | $5,287+190.9% |
| Admin fee / account holder | $699 | $9,817-92.9% | $8,357-91.6% | $10,133-93.1% |