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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 | $66,626 | $156,398-57.4% | $147,318-54.8% | $138,895-52.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 21.88% | 78.75%-56.9pp | 70.43%-48.5pp | 145.39%-123.5pp |
| Employer contribution / active EE | $6,303 | $4,853+29.9% | $4,593+37.2% | $4,194+50.3% |
| Participant deferral / active EE | $20,031 | $8,237+143.2% | $7,906+153.4% | $6,396+213.2% |
| Admin fee / account holder | $1,060 | $14,976-92.9% | $13,708-92.3% | $12,562-91.6% |