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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 | $56,506 | $172,111-67.2% | $150,298-62.4% | $137,256-58.8% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 17.89% | 69.37%-51.5pp | 62.79%-44.9pp | 220.34%-202.4pp |
| Employer contribution / active EE | $7,242 | $4,636+56.2% | $4,154+74.3% | $4,156+74.3% |
| Participant deferral / active EE | $5,920 | $6,166-4.0% | $5,453+8.6% | $6,407-7.6% |
| Admin fee / account holder | $1,191 | $16,471-92.8% | $14,116-91.6% | $12,270-90.3% |