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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 | $42,127 | $223,823-81.2% | $211,142-80.0% | $154,746-72.8% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 19.86% | 50.39%-30.5pp | 46.84%-27.0pp | 172.34%-152.5pp |
| Employer contribution / active EE | $16,431 | $6,787+142.1% | $6,442+155.1% | $4,379+275.2% |
| Participant deferral / active EE | $11,412 | $9,750+17.0% | $9,284+22.9% | $6,730+69.6% |
| Admin fee / account holder | $3,651 | $19,707-81.5% | $19,076-80.9% | $14,365-74.6% |