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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 | $67,691 | $162,821-58.4% | $133,978-49.5% | $158,982-57.4% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 27.82% | 41.95%-14.1pp | 45.10%-17.3pp | 302.99%-275.2pp |
| Employer contribution / active EE | $10,069 | $4,976+102.3% | $3,919+156.9% | $4,763+111.4% |
| Participant deferral / active EE | $8,451 | $5,910+43.0% | $5,047+67.4% | $5,983+41.2% |
| Admin fee / account holder | $17,374 | $11,742+48.0% | $8,930+94.6% | $11,252+54.4% |