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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 | $60,557 | $156,398-61.3% | $147,318-58.9% | $138,895-56.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 12.80% | 78.75%-65.9pp | 70.43%-57.6pp | 145.39%-132.6pp |
| Employer contribution / active EE | $10,941 | $4,853+125.4% | $4,593+138.2% | $4,194+160.9% |
| Participant deferral / active EE | $27,240 | $8,237+230.7% | $7,906+244.5% | $6,396+325.9% |
| Admin fee / account holder | $19,897 | $14,976+32.9% | $13,708+45.2% | $12,562+58.4% |