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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 | $51,878 | $174,379-70.2% | $152,093-65.9% | $138,895-62.6% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 30.56% | 74.86%-44.3pp | 66.36%-35.8pp | 145.39%-114.8pp |
| Employer contribution / active EE | $3,672 | $4,652-21.1% | $4,175-12.0% | $4,194-12.5% |
| Participant deferral / active EE | $12,414 | $6,159+101.6% | $5,451+127.7% | $6,396+94.1% |
| Admin fee / account holder | $25,865 | $16,880+53.2% | $14,497+78.4% | $12,562+105.9% |