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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 | $71,891 | $227,399-68.4% | $189,758-62.1% | $198,609-63.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 15.64% | 61.03%-45.4pp | 52.62%-37.0pp | 202.70%-187.1pp |
| Employer contribution / active EE | $6,569 | $5,526+18.9% | $4,767+37.8% | $5,055+29.9% |
| Participant deferral / active EE | $13,800 | $6,837+101.8% | $5,856+135.7% | $6,977+97.8% |
| Admin fee / account holder | $11,820 | $25,162-53.0% | $20,388-42.0% | $19,030-37.9% |