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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 | $56,953 | $154,228-63.1% | $145,433-60.8% | $137,256-58.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 36.24% | 74.59%-38.3pp | 66.58%-30.3pp | 220.34%-184.1pp |
| Employer contribution / active EE | $9,161 | $4,804+90.7% | $4,554+101.1% | $4,156+120.4% |
| Participant deferral / active EE | $25,551 | $8,216+211.0% | $7,897+223.5% | $6,407+298.8% |
| Admin fee / account holder | $2,037 | $14,344-85.8% | $13,129-84.5% | $12,270-83.4% |