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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 | $50,959 | $156,398-67.4% | $147,318-65.4% | $138,895-63.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 16.15% | 78.75%-62.6pp | 70.43%-54.3pp | 145.39%-129.2pp |
| Employer contribution / active EE | $6,066 | $4,853+25.0% | $4,593+32.1% | $4,194+44.6% |
| Participant deferral / active EE | $15,267 | $8,237+85.3% | $7,906+93.1% | $6,396+138.7% |
| Admin fee / account holder | $10,664 | $14,976-28.8% | $13,708-22.2% | $12,562-15.1% |