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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 | $156,398-48.9% | $147,318-45.7% | $138,895-42.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 39.82% | 78.75%-38.9pp | 70.43%-30.6pp | 145.39%-105.6pp |
| Employer contribution / active EE | $9,922 | $4,853+104.4% | $4,593+116.0% | $4,194+136.6% |
| Participant deferral / active EE | $18,017 | $8,237+118.7% | $7,906+127.9% | $6,396+181.7% |
| Admin fee / account holder | $3,840 | $14,976-74.4% | $13,708-72.0% | $12,562-69.4% |