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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 | $62,956 | $181,062-65.2% | $158,223-60.2% | $155,188-59.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 20.07% | 57.39%-37.3pp | 52.09%-32.0pp | 148.84%-128.8pp |
| Employer contribution / active EE | $7,624 | $4,565+67.0% | $4,109+85.6% | $4,248+79.5% |
| Participant deferral / active EE | $15,401 | $6,134+151.1% | $5,467+181.7% | $6,531+135.8% |
| Admin fee / account holder | $2,723 | $18,825-85.5% | $16,047-83.0% | $14,480-81.2% |