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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 | $58,842 | $172,111-65.8% | $150,298-60.9% | $137,256-57.1% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 21.41% | 69.37%-48.0pp | 62.79%-41.4pp | 220.34%-198.9pp |
| Employer contribution / active EE | $7,055 | $4,636+52.2% | $4,154+69.8% | $4,156+69.8% |
| Participant deferral / active EE | $6,294 | $6,166+2.1% | $5,453+15.4% | $6,407-1.8% |
| Admin fee / account holder | $352 | $16,471-97.9% | $14,116-97.5% | $12,270-97.1% |