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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 | $44,464 | $181,062-75.4% | $158,223-71.9% | $155,188-71.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 21.84% | 57.39%-35.5pp | 52.09%-30.3pp | 148.84%-127.0pp |
| Employer contribution / active EE | $11,234 | $4,565+146.1% | $4,109+173.4% | $4,248+164.5% |
| Participant deferral / active EE | $19,180 | $6,134+212.7% | $5,467+250.8% | $6,531+193.7% |
| Admin fee / account holder | $3,408 | $18,825-81.9% | $16,047-78.8% | $14,480-76.5% |