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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 | $67,588 | $156,398-56.8% | $147,318-54.1% | $138,895-51.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 19.75% | 78.75%-59.0pp | 70.43%-50.7pp | 145.39%-125.6pp |
| Employer contribution / active EE | $20,054 | $4,853+313.2% | $4,593+336.6% | $4,194+378.1% |
| Participant deferral / active EE | $36,547 | $8,237+343.7% | $7,906+362.2% | $6,396+471.4% |
| Admin fee / account holder | $38,274 | $14,976+155.6% | $13,708+179.2% | $12,562+204.7% |