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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 | $59,966 | $154,228-61.1% | $145,433-58.8% | $137,256-56.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 32.87% | 74.59%-41.7pp | 66.58%-33.7pp | 220.34%-187.5pp |
| Employer contribution / active EE | $6,600 | $4,804+37.4% | $4,554+44.9% | $4,156+58.8% |
| Participant deferral / active EE | $3,600 | $8,216-56.2% | $7,897-54.4% | $6,407-43.8% |
| Admin fee / account holder | $13,793 | $14,344-3.8% | $13,129+5.1% | $12,270+12.4% |