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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 | $62,327 | $223,823-72.2% | $211,142-70.5% | $154,746-59.7% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 12.67% | 50.39%-37.7pp | 46.84%-34.2pp | 172.34%-159.7pp |
| Employer contribution / active EE | $1,675 | $6,787-75.3% | $6,442-74.0% | $4,379-61.7% |
| Participant deferral / active EE | $3,284 | $9,750-66.3% | $9,284-64.6% | $6,730-51.2% |
| Admin fee / account holder | $31,608 | $19,707+60.4% | $19,076+65.7% | $14,365+120.0% |