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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 | $80,034 | $197,637-59.5% | $177,848-55.0% | $158,982-49.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 19.59% | 58.77%-39.2pp | 48.33%-28.7pp | 302.99%-283.4pp |
| Employer contribution / active EE | $2,855 | $6,698-57.4% | $5,919-51.8% | $4,763-40.1% |
| Participant deferral / active EE | $10,822 | $8,405+28.8% | $7,714+40.3% | $5,983+80.9% |
| Admin fee / account holder | $933 | $15,406-93.9% | $12,431-92.5% | $11,252-91.7% |