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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 | $64,246 | $154,228-58.3% | $145,433-55.8% | $137,256-53.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 19.58% | 74.59%-55.0pp | 66.58%-47.0pp | 220.34%-200.8pp |
| Employer contribution / active EE | $6,543 | $4,804+36.2% | $4,554+43.7% | $4,156+57.4% |
| Participant deferral / active EE | $14,425 | $8,216+75.6% | $7,897+82.7% | $6,407+125.2% |
| Admin fee / account holder | $7,692 | $14,344-46.4% | $13,129-41.4% | $12,270-37.3% |