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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 | $65,027 | $228,395-71.5% | $185,861-65.0% | $158,982-59.1% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 19.55% | 40.82%-21.3pp | 35.96%-16.4pp | 302.99%-283.4pp |
| Employer contribution / active EE | $2,840 | $4,968-42.8% | $4,088-30.5% | $4,763-40.4% |
| Participant deferral / active EE | $20,752 | $6,417+223.4% | $5,634+268.3% | $5,983+246.8% |
| Admin fee / account holder | $856 | $11,869-92.8% | $9,503-91.0% | $11,252-92.4% |