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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 | $59,634 | $202,440-70.5% | $169,390-64.8% | $139,466-57.2% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 20.74% | 532.36%-511.6pp | 406.07%-385.3pp | 373.66%-352.9pp |
| Employer contribution / active EE | $6,282 | $4,693+33.9% | $4,013+56.6% | $4,754+32.1% |
| Participant deferral / active EE | $2,045 | $6,940-70.5% | $6,222-67.1% | $6,712-69.5% |
| Admin fee / account holder | $12,079 | $10,722+12.6% | $9,015+34.0% | $11,409+5.9% |