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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 | $85,617 | $227,291-62.3% | $214,702-60.1% | $155,188-44.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 16.50% | 60.08%-43.6pp | 54.55%-38.1pp | 148.84%-132.3pp |
| Employer contribution / active EE | $2,724 | $6,772-59.8% | $6,461-57.8% | $4,248-35.9% |
| Participant deferral / active EE | $16,649 | $9,582+73.7% | $9,147+82.0% | $6,531+154.9% |
| Admin fee / account holder | $1,127 | $20,413-94.5% | $19,830-94.3% | $14,480-92.2% |