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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 | $65,393 | $154,228-57.6% | $145,433-55.0% | $137,256-52.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 17.03% | 74.59%-57.6pp | 66.58%-49.5pp | 220.34%-203.3pp |
| Employer contribution / active EE | $8,696 | $4,804+81.0% | $4,554+90.9% | $4,156+109.2% |
| Participant deferral / active EE | $10,697 | $8,216+30.2% | $7,897+35.4% | $6,407+67.0% |
| Admin fee / account holder | $8,866 | $14,344-38.2% | $13,129-32.5% | $12,270-27.7% |