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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 | $60,098 | $209,336-71.3% | $197,124-69.5% | $137,256-56.2% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 18.16% | 48.09%-29.9pp | 44.34%-26.2pp | 220.34%-202.2pp |
| Employer contribution / active EE | $14,818 | $6,591+124.8% | $6,227+138.0% | $4,156+256.5% |
| Participant deferral / active EE | $10,610 | $9,614+10.4% | $9,135+16.1% | $6,407+65.6% |
| Admin fee / account holder | $13,913 | $17,308-19.6% | $16,298-14.6% | $12,270+13.4% |