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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 | $39,521 | $135,956-70.9% | $123,894-68.1% | $273,972-85.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 82.90% | 56.63%+26.3pp | 47.52%+35.4pp | 41.46%+41.4pp |
| Employer contribution / active EE | $16,216 | $5,170+213.7% | $4,617+251.2% | $4,869+233.1% |
| Participant deferral / active EE | $33,275 | $6,343+424.6% | $5,984+456.0% | $5,287+529.3% |
| Admin fee / account holder | $18,329 | $9,817+86.7% | $8,357+119.3% | $10,133+80.9% |