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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 | $63,616 | $172,111-63.0% | $150,298-57.7% | $137,256-53.7% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 16.47% | 69.37%-52.9pp | 62.79%-46.3pp | 220.34%-203.9pp |
| Employer contribution / active EE | $1,978 | $4,636-57.3% | $4,154-52.4% | $4,156-52.4% |
| Participant deferral / active EE | $11,405 | $6,166+85.0% | $5,453+109.2% | $6,407+78.0% |
| Admin fee / account holder | $1,187 | $16,471-92.8% | $14,116-91.6% | $12,270-90.3% |