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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 | $79,983 | $154,228-48.1% | $145,433-45.0% | $137,256-41.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 39.82% | 74.59%-34.8pp | 66.58%-26.8pp | 220.34%-180.5pp |
| Employer contribution / active EE | $9,922 | $4,804+106.5% | $4,554+117.9% | $4,156+138.7% |
| Participant deferral / active EE | $18,017 | $8,216+119.3% | $7,897+128.1% | $6,407+181.2% |
| Admin fee / account holder | $3,840 | $14,344-73.2% | $13,129-70.8% | $12,270-68.7% |