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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 | $58,127 | $209,336-72.2% | $197,124-70.5% | $137,256-57.7% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 17.61% | 48.09%-30.5pp | 44.34%-26.7pp | 220.34%-202.7pp |
| Employer contribution / active EE | $7,488 | $6,591+13.6% | $6,227+20.2% | $4,156+80.2% |
| Participant deferral / active EE | $9,554 | $9,614-0.6% | $9,135+4.6% | $6,407+49.1% |
| Admin fee / account holder | $1,428 | $17,308-91.7% | $16,298-91.2% | $12,270-88.4% |