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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 | $51,205 | $154,228-66.8% | $145,433-64.8% | $137,256-62.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 16.49% | 74.59%-58.1pp | 66.58%-50.1pp | 220.34%-203.8pp |
| Employer contribution / active EE | $81,592 | $4,804+1598.4% | $4,554+1691.5% | $4,156+1863.2% |
| Participant deferral / active EE | $6,400 | $8,216-22.1% | $7,897-19.0% | $6,407-0.1% |
| Admin fee / account holder | $13,000 | $14,344-9.4% | $13,129-1.0% | $12,270+5.9% |