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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 | $55,065 | $154,228-64.3% | $145,433-62.1% | $137,256-59.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 23.15% | 74.59%-51.4pp | 66.58%-43.4pp | 220.34%-197.2pp |
| Employer contribution / active EE | $7,360 | $4,804+53.2% | $4,554+61.6% | $4,156+77.1% |
| Participant deferral / active EE | $16,410 | $8,216+99.7% | $7,897+107.8% | $6,407+156.1% |
| Admin fee / account holder | $4,134 | $14,344-71.2% | $13,129-68.5% | $12,270-66.3% |