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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 | $62,684 | $172,111-63.6% | $150,298-58.3% | $137,256-54.3% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 19.41% | 69.37%-50.0pp | 62.79%-43.4pp | 220.34%-200.9pp |
| Employer contribution / active EE | $7,255 | $4,636+56.5% | $4,154+74.7% | $4,156+74.6% |
| Participant deferral / active EE | $3,896 | $6,166-36.8% | $5,453-28.6% | $6,407-39.2% |
| Admin fee / account holder | $433 | $16,471-97.4% | $14,116-96.9% | $12,270-96.5% |