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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 | $69,685 | $185,905-62.5% | $170,057-59.0% | $139,487-50.0% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 32.47% | 60.56%-28.1pp | 53.42%-21.0pp | 373.84%-341.4pp |
| Employer contribution / active EE | $2,013 | $7,597-73.5% | $6,790-70.4% | $4,755-57.7% |
| Participant deferral / active EE | $20,866 | $11,627+79.5% | $10,411+100.4% | $6,713+210.9% |
| Admin fee / account holder | $364 | $15,397-97.6% | $12,826-97.2% | $11,407-96.8% |