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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 | $54,841 | $172,111-68.1% | $150,298-63.5% | $137,256-60.0% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 17.66% | 69.37%-51.7pp | 62.79%-45.1pp | 220.34%-202.7pp |
| Employer contribution / active EE | $5,785 | $4,636+24.8% | $4,154+39.3% | $4,156+39.2% |
| Participant deferral / active EE | $9,786 | $6,166+58.7% | $5,453+79.5% | $6,407+52.7% |
| Admin fee / account holder | $18,549 | $16,471+12.6% | $14,116+31.4% | $12,270+51.2% |