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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 | $61,249 | $178,174-65.6% | $156,181-60.8% | $137,256-55.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 12.67% | 84.19%-71.5pp | 64.87%-52.2pp | 220.34%-207.7pp |
| Employer contribution / active EE | $7,814 | $4,972+57.2% | $4,294+82.0% | $4,156+88.0% |
| Participant deferral / active EE | $18,215 | $6,888+164.4% | $6,132+197.0% | $6,407+184.3% |
| Admin fee / account holder | $8,706 | $17,404-50.0% | $14,586-40.3% | $12,270-29.0% |