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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 | $57,129 | $156,398-63.5% | $147,318-61.2% | $138,895-58.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 22.75% | 78.75%-56.0pp | 70.43%-47.7pp | 145.39%-122.6pp |
| Employer contribution / active EE | $6,307 | $4,853+29.9% | $4,593+37.3% | $4,194+50.4% |
| Participant deferral / active EE | $18,360 | $8,237+122.9% | $7,906+132.2% | $6,396+187.0% |
| Admin fee / account holder | $3,084 | $14,976-79.4% | $13,708-77.5% | $12,562-75.5% |