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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 | $80,028 | $223,823-64.2% | $211,142-62.1% | $154,746-48.3% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 24.32% | 50.39%-26.1pp | 46.84%-22.5pp | 172.34%-148.0pp |
| Employer contribution / active EE | $10,796 | $6,787+59.1% | $6,442+67.6% | $4,379+146.5% |
| Participant deferral / active EE | $23,910 | $9,750+145.2% | $9,284+157.5% | $6,730+255.3% |
| Admin fee / account holder | $7,515 | $19,707-61.9% | $19,076-60.6% | $14,365-47.7% |