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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 | $156,398-64.0% | $147,318-61.7% | $138,895-59.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 19.96% | 78.75%-58.8pp | 70.43%-50.5pp | 145.39%-125.4pp |
| Employer contribution / active EE | $12,871 | $4,853+165.2% | $4,593+180.2% | $4,194+206.9% |
| Participant deferral / active EE | $31,159 | $8,237+278.3% | $7,906+294.1% | $6,396+387.1% |
| Admin fee / account holder | $9,016 | $14,976-39.8% | $13,708-34.2% | $12,562-28.2% |