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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 | $99,021 | $178,174-44.4% | $156,181-36.6% | $137,256-27.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 16.79% | 84.19%-67.4pp | 64.87%-48.1pp | 220.34%-203.6pp |
| Employer contribution / active EE | $6,879 | $4,972+38.4% | $4,294+60.2% | $4,156+65.5% |
| Participant deferral / active EE | $20,970 | $6,888+204.4% | $6,132+242.0% | $6,407+227.3% |
| Admin fee / account holder | $1,041 | $17,404-94.0% | $14,586-92.9% | $12,270-91.5% |