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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 | $58,958 | $178,174-66.9% | $156,181-62.2% | $137,256-57.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 14.17% | 84.19%-70.0pp | 64.87%-50.7pp | 220.34%-206.2pp |
| Employer contribution / active EE | $9,755 | $4,972+96.2% | $4,294+127.2% | $4,156+134.7% |
| Participant deferral / active EE | $6,830 | $6,888-0.8% | $6,132+11.4% | $6,407+6.6% |
| Admin fee / account holder | $2,434 | $17,404-86.0% | $14,586-83.3% | $12,270-80.2% |