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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 | $60,347 | $156,398-61.4% | $147,318-59.0% | $138,895-56.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 21.94% | 78.75%-56.8pp | 70.43%-48.5pp | 145.39%-123.5pp |
| Employer contribution / active EE | $8,655 | $4,853+78.3% | $4,593+88.5% | $4,194+106.4% |
| Participant deferral / active EE | $20,199 | $8,237+145.2% | $7,906+155.5% | $6,396+215.8% |
| Admin fee / account holder | $7,930 | $14,976-47.0% | $13,708-42.1% | $12,562-36.9% |