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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 | $68,515 | $154,228-55.6% | $145,433-52.9% | $137,256-50.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 21.72% | 74.59%-52.9pp | 66.58%-44.9pp | 220.34%-198.6pp |
| Employer contribution / active EE | $11,219 | $4,804+133.5% | $4,554+146.3% | $4,156+169.9% |
| Participant deferral / active EE | $10,979 | $8,216+33.6% | $7,897+39.0% | $6,407+71.4% |
| Admin fee / account holder | $7,161 | $14,344-50.1% | $13,129-45.5% | $12,270-41.6% |