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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 | $82,645 | $172,111-52.0% | $150,298-45.0% | $137,256-39.8% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 18.96% | 69.37%-50.4pp | 62.79%-43.8pp | 220.34%-201.4pp |
| Employer contribution / active EE | $11,619 | $4,636+150.6% | $4,154+179.7% | $4,156+179.6% |
| Participant deferral / active EE | $11,834 | $6,166+91.9% | $5,453+117.0% | $6,407+84.7% |
| Admin fee / account holder | $30,099 | $16,471+82.7% | $14,116+113.2% | $12,270+145.3% |