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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 | $78,530 | $178,174-55.9% | $156,181-49.7% | $137,256-42.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 20.73% | 84.19%-63.5pp | 64.87%-44.1pp | 220.34%-199.6pp |
| Employer contribution / active EE | $10,277 | $4,972+106.7% | $4,294+139.3% | $4,156+147.3% |
| Participant deferral / active EE | $16,088 | $6,888+133.6% | $6,132+162.3% | $6,407+151.1% |
| Admin fee / account holder | $11,607 | $17,404-33.3% | $14,586-20.4% | $12,270-5.4% |