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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 | $60,422 | $154,228-60.8% | $145,433-58.5% | $137,256-56.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 16.09% | 74.59%-58.5pp | 66.58%-50.5pp | 220.34%-204.2pp |
| Employer contribution / active EE | $7,512 | $4,804+56.4% | $4,554+64.9% | $4,156+80.7% |
| Participant deferral / active EE | $20,497 | $8,216+149.5% | $7,897+159.5% | $6,407+219.9% |
| Admin fee / account holder | $7,256 | $14,344-49.4% | $13,129-44.7% | $12,270-40.9% |