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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 | $70,730 | $155,555-54.5% | $146,866-51.8% | $155,188-54.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 21.56% | 115.41%-93.9pp | 102.85%-81.3pp | 148.84%-127.3pp |
| Employer contribution / active EE | $6,334 | $4,647+36.3% | $4,425+43.1% | $4,248+49.1% |
| Participant deferral / active EE | $10,994 | $8,044+36.7% | $7,759+41.7% | $6,531+68.3% |
| Admin fee / account holder | $1,962 | $14,755-86.7% | $13,620-85.6% | $14,480-86.4% |