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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 | $52,570 | $156,398-66.4% | $147,318-64.3% | $138,895-62.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 25.65% | 78.75%-53.1pp | 70.43%-44.8pp | 145.39%-119.7pp |
| Employer contribution / active EE | $12,189 | $4,853+151.1% | $4,593+165.4% | $4,194+190.6% |
| Participant deferral / active EE | $12,383 | $8,237+50.3% | $7,906+56.6% | $6,396+93.6% |
| Admin fee / account holder | $2,630 | $14,976-82.4% | $13,708-80.8% | $12,562-79.1% |