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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 | $84,661 | $174,379-51.5% | $152,093-44.3% | $138,895-39.0% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 11.64% | 74.86%-63.2pp | 66.36%-54.7pp | 145.39%-133.8pp |
| Employer contribution / active EE | $9,552 | $4,652+105.3% | $4,175+128.8% | $4,194+127.7% |
| Participant deferral / active EE | $22,666 | $6,159+268.0% | $5,451+315.8% | $6,396+254.4% |
| Admin fee / account holder | $30,263 | $16,880+79.3% | $14,497+108.8% | $12,562+140.9% |