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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 | $64,905 | $156,398-58.5% | $147,318-55.9% | $138,895-53.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 18.50% | 78.75%-60.2pp | 70.43%-51.9pp | 145.39%-126.9pp |
| Employer contribution / active EE | $1,321 | $4,853-72.8% | $4,593-71.2% | $4,194-68.5% |
| Participant deferral / active EE | $13,625 | $8,237+65.4% | $7,906+72.3% | $6,396+113.0% |
| Admin fee / account holder | $5,454 | $14,976-63.6% | $13,708-60.2% | $12,562-56.6% |