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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 | $52,785 | $156,398-66.2% | $147,318-64.2% | $138,895-62.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 12.57% | 78.75%-66.2pp | 70.43%-57.9pp | 145.39%-132.8pp |
| Employer contribution / active EE | $8,085 | $4,853+66.6% | $4,593+76.0% | $4,194+92.8% |
| Participant deferral / active EE | $21,890 | $8,237+165.7% | $7,906+176.9% | $6,396+242.2% |
| Admin fee / account holder | $57,611 | $14,976+284.7% | $13,708+320.3% | $12,562+358.6% |