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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 | $82,698 | $209,336-60.5% | $197,124-58.0% | $137,256-39.7% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 13.83% | 48.09%-34.3pp | 44.34%-30.5pp | 220.34%-206.5pp |
| Employer contribution / active EE | $6,533 | $6,591-0.9% | $6,227+4.9% | $4,156+57.2% |
| Participant deferral / active EE | $18,694 | $9,614+94.4% | $9,135+104.7% | $6,407+191.8% |
| Admin fee / account holder | $17,201 | $17,308-0.6% | $16,298+5.5% | $12,270+40.2% |