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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 | $61,923 | $162,136-61.8% | $152,301-59.3% | $154,746-60.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 17.63% | 91.02%-73.4pp | 80.50%-62.9pp | 172.34%-154.7pp |
| Employer contribution / active EE | $5,785 | $4,890+18.3% | $4,624+25.1% | $4,379+32.1% |
| Participant deferral / active EE | $11,610 | $8,341+39.2% | $8,004+45.1% | $6,730+72.5% |
| Admin fee / account holder | $7,902 | $15,759-49.9% | $14,398-45.1% | $14,365-45.0% |