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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 | $64,628 | $154,228-58.1% | $145,433-55.6% | $137,256-52.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 21.27% | 74.59%-53.3pp | 66.58%-45.3pp | 220.34%-199.1pp |
| Employer contribution / active EE | $3,711 | $4,804-22.7% | $4,554-18.5% | $4,156-10.7% |
| Participant deferral / active EE | $13,460 | $8,216+63.8% | $7,897+70.4% | $6,407+110.1% |
| Admin fee / account holder | $6,327 | $14,344-55.9% | $13,129-51.8% | $12,270-48.4% |