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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 | $53,938 | $185,883-71.0% | $170,043-68.3% | $139,466-61.3% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 20.13% | 60.54%-40.4pp | 53.40%-33.3pp | 373.66%-353.5pp |
| Employer contribution / active EE | $12,260 | $7,596+61.4% | $6,790+80.6% | $4,754+157.9% |
| Participant deferral / active EE | $15,686 | $11,626+34.9% | $10,410+50.7% | $6,712+133.7% |
| Admin fee / account holder | $315 | $15,393-98.0% | $12,824-97.5% | $11,409-97.2% |