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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 | $56,350 | $162,136-65.2% | $152,301-63.0% | $154,746-63.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 19.96% | 91.02%-71.1pp | 80.50%-60.5pp | 172.34%-152.4pp |
| Employer contribution / active EE | $12,871 | $4,890+163.2% | $4,624+178.3% | $4,379+193.9% |
| Participant deferral / active EE | $31,159 | $8,341+273.6% | $8,004+289.3% | $6,730+363.0% |
| Admin fee / account holder | $9,016 | $15,759-42.8% | $14,398-37.4% | $14,365-37.2% |