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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 | $53,637 | $181,062-70.4% | $158,223-66.1% | $155,188-65.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 17.29% | 57.39%-40.1pp | 52.09%-34.8pp | 148.84%-131.5pp |
| Employer contribution / active EE | $15,924 | $4,565+248.9% | $4,109+287.6% | $4,248+274.9% |
| Participant deferral / active EE | $9,292 | $6,134+51.5% | $5,467+70.0% | $6,531+42.3% |
| Admin fee / account holder | $2,240 | $18,825-88.1% | $16,047-86.0% | $14,480-84.5% |