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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 | $69,459 | $156,398-55.6% | $147,318-52.9% | $138,895-50.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 18.10% | 78.75%-60.6pp | 70.43%-52.3pp | 145.39%-127.3pp |
| Employer contribution / active EE | $5,600 | $4,853+15.4% | $4,593+21.9% | $4,194+33.5% |
| Participant deferral / active EE | $11,375 | $8,237+38.1% | $7,906+43.9% | $6,396+77.8% |
| Admin fee / account holder | $6,746 | $14,976-55.0% | $13,708-50.8% | $12,562-46.3% |