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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 | $79,060 | $165,584-52.3% | $142,942-44.7% | $137,256-42.4% |
| Participation rate | 100.0% | 80.1%+19.9pp | 76.8%+23.2pp | 80.0%+20.0pp |
| Annual return | 13.15% | 164.22%-151.1pp | 113.70%-100.5pp | 220.34%-207.2pp |
| Employer contribution / active EE | $856 | $4,725-81.9% | $4,139-79.3% | $4,156-79.4% |
| Participant deferral / active EE | $16,617 | $8,194+102.8% | $7,128+133.1% | $6,407+159.4% |
| Admin fee / account holder | $14,253 | $16,167-11.8% | $12,475+14.2% | $12,270+16.2% |