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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 | $66,194 | $196,972-66.4% | $182,262-63.7% | $198,609-66.7% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 15.79% | 158.27%-142.5pp | 140.60%-124.8pp | 202.70%-186.9pp |
| Employer contribution / active EE | $20,659 | $5,364+285.2% | $5,046+309.4% | $5,055+308.6% |
| Participant deferral / active EE | $9,533 | $8,643+10.3% | $8,276+15.2% | $6,977+36.6% |
| Admin fee / account holder | $10,255 | $18,429-44.4% | $16,712-38.6% | $19,030-46.1% |