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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 | $90,682 | $115,225-21.3% | $100,712-10.0% | $138,895-34.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.3%+30.7pp | 79.9%+20.1pp |
| Annual return | 60.16% | 40.35%+19.8pp | 33.27%+26.9pp | 145.39%-85.2pp |
| Employer contribution / active EE | $7,817 | $2,771+182.1% | $2,313+238.0% | $4,194+86.4% |
| Participant deferral / active EE | $25,795 | $4,699+448.9% | $4,085+531.4% | $6,396+303.3% |
| Admin fee / account holder | $8,312 | $10,844-23.3% | $9,256-10.2% | $12,562-33.8% |