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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 | $57,751 | $154,228-62.6% | $145,433-60.3% | $137,256-57.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 22.47% | 74.59%-52.1pp | 66.58%-44.1pp | 220.34%-197.9pp |
| Employer contribution / active EE | $7,011 | $4,804+45.9% | $4,554+53.9% | $4,156+68.7% |
| Participant deferral / active EE | $16,009 | $8,216+94.8% | $7,897+102.7% | $6,407+149.9% |
| Admin fee / account holder | $3,847 | $14,344-73.2% | $13,129-70.7% | $12,270-68.7% |