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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 | $53,950 | $154,228-65.0% | $145,433-62.9% | $137,256-60.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 20.25% | 74.59%-54.3pp | 66.58%-46.3pp | 220.34%-200.1pp |
| Employer contribution / active EE | $11,638 | $4,804+142.2% | $4,554+155.5% | $4,156+180.0% |
| Participant deferral / active EE | $24,453 | $8,216+197.6% | $7,897+209.6% | $6,407+281.7% |
| Admin fee / account holder | $8,370 | $14,344-41.6% | $13,129-36.3% | $12,270-31.8% |