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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 | $77,788 | $142,354-45.4% | $125,529-38.0% | $155,188-49.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.7%+25.3pp | 80.8%+19.2pp |
| Annual return | 14.06% | 306.06%-292.0pp | 202.56%-188.5pp | 148.84%-134.8pp |
| Employer contribution / active EE | $9,219 | $3,501+163.3% | $3,058+201.5% | $4,248+117.0% |
| Participant deferral / active EE | $25,250 | $5,491+359.9% | $4,813+424.7% | $6,531+286.6% |
| Admin fee / account holder | $25,638 | $19,392+32.2% | $16,298+57.3% | $14,480+77.1% |