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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 | $156,398-65.5% | $147,318-63.4% | $138,895-61.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 20.25% | 78.75%-58.5pp | 70.43%-50.2pp | 145.39%-125.1pp |
| Employer contribution / active EE | $11,638 | $4,853+139.8% | $4,593+153.4% | $4,194+177.5% |
| Participant deferral / active EE | $24,453 | $8,237+196.9% | $7,906+209.3% | $6,396+282.3% |
| Admin fee / account holder | $8,370 | $14,976-44.1% | $13,708-38.9% | $12,562-33.4% |