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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 | $54,335 | $156,398-65.3% | $147,318-63.1% | $138,895-60.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 29.44% | 78.75%-49.3pp | 70.43%-41.0pp | 145.39%-116.0pp |
| Employer contribution / active EE | $7,994 | $4,853+64.7% | $4,593+74.1% | $4,194+90.6% |
| Participant deferral / active EE | $15,266 | $8,237+85.3% | $7,906+93.1% | $6,396+138.7% |
| Admin fee / account holder | $2,823 | $14,976-81.2% | $13,708-79.4% | $12,562-77.5% |