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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 | $67,704 | $178,174-62.0% | $156,181-56.7% | $137,256-50.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 15.99% | 84.19%-68.2pp | 64.87%-48.9pp | 220.34%-204.3pp |
| Employer contribution / active EE | $10,110 | $4,972+103.4% | $4,294+135.5% | $4,156+143.3% |
| Participant deferral / active EE | $3,108 | $6,888-54.9% | $6,132-49.3% | $6,407-51.5% |
| Admin fee / account holder | $2,823 | $17,404-83.8% | $14,586-80.6% | $12,270-77.0% |