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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 | $63,759 | $114,119-44.1% | $107,187-40.5% | $138,895-54.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 30.97% | 273.21%-242.2pp | 204.55%-173.6pp | 145.39%-114.4pp |
| Employer contribution / active EE | $18,405 | $4,059+353.5% | $3,782+386.6% | $4,194+338.8% |
| Participant deferral / active EE | $7,116 | $5,538+28.5% | $5,096+39.6% | $6,396+11.3% |
| Admin fee / account holder | $10,181 | $10,024+1.6% | $9,162+11.1% | $12,562-19.0% |