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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 | $56,860 | $100,970-43.7% | $96,576-41.1% | $137,256-58.6% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 15.27% | 38.16%-22.9pp | 38.47%-23.2pp | 220.34%-205.1pp |
| Employer contribution / active EE | $7,192 | $3,809+88.8% | $3,553+102.4% | $4,156+73.0% |
| Participant deferral / active EE | $13,013 | $8,286+57.0% | $7,956+63.6% | $6,407+103.1% |
| Admin fee / account holder | $24,974 | $11,312+120.8% | $11,381+119.4% | $12,270+103.5% |