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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 | $74,000 | $178,174-58.5% | $156,181-52.6% | $137,256-46.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 11.95% | 84.19%-72.2pp | 64.87%-52.9pp | 220.34%-208.4pp |
| Employer contribution / active EE | $16,646 | $4,972+234.8% | $4,294+287.7% | $4,156+300.5% |
| Participant deferral / active EE | $6,260 | $6,888-9.1% | $6,132+2.1% | $6,407-2.3% |
| Admin fee / account holder | $5,657 | $17,404-67.5% | $14,586-61.2% | $12,270-53.9% |