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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 | $61,777 | $181,062-65.9% | $158,223-61.0% | $155,188-60.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 16.02% | 57.39%-41.4pp | 52.09%-36.1pp | 148.84%-132.8pp |
| Employer contribution / active EE | $7,874 | $4,565+72.5% | $4,109+91.6% | $4,248+85.4% |
| Participant deferral / active EE | $23,197 | $6,134+278.1% | $5,467+324.3% | $6,531+255.2% |
| Admin fee / account holder | $32,007 | $18,825+70.0% | $16,047+99.5% | $14,480+121.0% |