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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 | $60,314 | $165,361-63.5% | $149,715-59.7% | $158,950-62.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 17.94% | 348.24%-330.3pp | 276.66%-258.7pp | 302.91%-285.0pp |
| Employer contribution / active EE | $7,947 | $5,103+55.7% | $4,645+71.1% | $4,762+66.9% |
| Participant deferral / active EE | $29,066 | $7,182+304.7% | $6,842+324.8% | $5,983+385.8% |
| Admin fee / account holder | $4,247 | $10,808-60.7% | $9,310-54.4% | $11,248-62.2% |