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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 | $156,398-58.2% | $147,318-55.6% | $138,895-52.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 17.03% | 78.75%-61.7pp | 70.43%-53.4pp | 145.39%-128.4pp |
| Employer contribution / active EE | $8,696 | $4,853+79.2% | $4,593+89.3% | $4,194+107.3% |
| Participant deferral / active EE | $10,697 | $8,237+29.9% | $7,906+35.3% | $6,396+67.2% |
| Admin fee / account holder | $8,866 | $14,976-40.8% | $13,708-35.3% | $12,562-29.4% |