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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 | $75,560 | $148,629-49.2% | $135,982-44.4% | $139,487-45.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 12.98% | 79.33%-66.4pp | 68.32%-55.3pp | 373.84%-360.9pp |
| Employer contribution / active EE | $28,658 | $5,247+446.2% | $4,859+489.8% | $4,755+502.7% |
| Participant deferral / active EE | $18,550 | $8,102+128.9% | $7,760+139.0% | $6,713+176.3% |
| Admin fee / account holder | $6,936 | $12,406-44.1% | $10,767-35.6% | $11,407-39.2% |