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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 | $85,447 | $172,111-50.4% | $150,298-43.1% | $137,256-37.7% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 25.00% | 69.37%-44.4pp | 62.79%-37.8pp | 220.34%-195.3pp |
| Employer contribution / active EE | $7,684 | $4,636+65.7% | $4,154+85.0% | $4,156+84.9% |
| Participant deferral / active EE | $8,439 | $6,166+36.9% | $5,453+54.8% | $6,407+31.7% |
| Admin fee / account holder | $2,432 | $16,471-85.2% | $14,116-82.8% | $12,270-80.2% |