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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 | $61,643 | $156,398-60.6% | $147,318-58.2% | $138,895-55.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 41.24% | 78.75%-37.5pp | 70.43%-29.2pp | 145.39%-104.2pp |
| Employer contribution / active EE | $14,200 | $4,853+192.6% | $4,593+209.2% | $4,194+238.6% |
| Participant deferral / active EE | $20,934 | $8,237+154.1% | $7,906+164.8% | $6,396+227.3% |
| Admin fee / account holder | $10,267 | $14,976-31.4% | $13,708-25.1% | $12,562-18.3% |