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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 | $67,632 | $178,174-62.0% | $156,181-56.7% | $137,256-50.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 21.71% | 84.19%-62.5pp | 64.87%-43.2pp | 220.34%-198.6pp |
| Employer contribution / active EE | $6,726 | $4,972+35.3% | $4,294+56.6% | $4,156+61.8% |
| Participant deferral / active EE | $4,546 | $6,888-34.0% | $6,132-25.9% | $6,407-29.1% |
| Admin fee / account holder | $7,979 | $17,404-54.2% | $14,586-45.3% | $12,270-35.0% |