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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 | $83,698 | $172,111-51.4% | $150,298-44.3% | $137,256-39.0% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 19.39% | 69.37%-50.0pp | 62.79%-43.4pp | 220.34%-200.9pp |
| Employer contribution / active EE | $7,033 | $4,636+51.7% | $4,154+69.3% | $4,156+69.2% |
| Participant deferral / active EE | $12,261 | $6,166+98.9% | $5,453+124.9% | $6,407+91.4% |
| Admin fee / account holder | $33,085 | $16,471+100.9% | $14,116+134.4% | $12,270+169.6% |