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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 | $155,555-56.6% | $146,866-54.0% | $155,188-56.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 19.75% | 115.41%-95.7pp | 102.85%-83.1pp | 148.84%-129.1pp |
| Employer contribution / active EE | $20,054 | $4,647+331.6% | $4,425+353.2% | $4,248+372.1% |
| Participant deferral / active EE | $36,547 | $8,044+354.3% | $7,759+371.0% | $6,531+459.6% |
| Admin fee / account holder | $38,274 | $14,755+159.4% | $13,620+181.0% | $14,480+164.3% |