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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 | $49,985 | $154,228-67.6% | $145,433-65.6% | $137,256-63.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 16.85% | 74.59%-57.7pp | 66.58%-49.7pp | 220.34%-203.5pp |
| Employer contribution / active EE | $4,411 | $4,804-8.2% | $4,554-3.2% | $4,156+6.1% |
| Participant deferral / active EE | $16,531 | $8,216+101.2% | $7,897+109.3% | $6,407+158.0% |
| Admin fee / account holder | $29,710 | $14,344+107.1% | $13,129+126.3% | $12,270+142.1% |