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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 | $72,986 | $212,386-65.6% | $199,883-63.5% | $138,895-47.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 15.87% | 47.75%-31.9pp | 43.81%-27.9pp | 145.39%-129.5pp |
| Employer contribution / active EE | $4,515 | $6,625-31.8% | $6,261-27.9% | $4,194+7.7% |
| Participant deferral / active EE | $8,177 | $9,617-15.0% | $9,138-10.5% | $6,396+27.8% |
| Admin fee / account holder | $905 | $18,233-95.0% | $17,268-94.8% | $12,562-92.8% |