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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 | $62,292 | $199,109-68.7% | $173,730-64.1% | $154,746-59.7% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 15.43% | 20.02%-4.6pp | 19.96%-4.5pp | 172.34%-156.9pp |
| Employer contribution / active EE | $18,848 | $5,311+254.9% | $4,577+311.8% | $4,379+330.4% |
| Participant deferral / active EE | $6,200 | $7,113-12.8% | $6,326-2.0% | $6,730-7.9% |
| Admin fee / account holder | $21,639 | $20,916+3.5% | $17,523+23.5% | $14,365+50.6% |