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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 | $75,527 | $209,336-63.9% | $197,124-61.7% | $137,256-45.0% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 16.11% | 48.09%-32.0pp | 44.34%-28.2pp | 220.34%-204.2pp |
| Employer contribution / active EE | $22,788 | $6,591+245.8% | $6,227+265.9% | $4,156+448.3% |
| Participant deferral / active EE | $7,219 | $9,614-24.9% | $9,135-21.0% | $6,407+12.7% |
| Admin fee / account holder | $2,687 | $17,308-84.5% | $16,298-83.5% | $12,270-78.1% |