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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 | $77,861 | $185,883-58.1% | $170,043-54.2% | $139,466-44.2% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 27.36% | 60.54%-33.2pp | 53.40%-26.0pp | 373.66%-346.3pp |
| Employer contribution / active EE | $28,605 | $7,596+276.6% | $6,790+321.3% | $4,754+501.7% |
| Participant deferral / active EE | $17,610 | $11,626+51.5% | $10,410+69.2% | $6,712+162.4% |
| Admin fee / account holder | $19,211 | $15,393+24.8% | $12,824+49.8% | $11,409+68.4% |