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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 | $34,728 | $209,336-83.4% | $197,124-82.4% | $137,256-74.7% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 19.72% | 48.09%-28.4pp | 44.34%-24.6pp | 220.34%-200.6pp |
| Employer contribution / active EE | $3,510 | $6,591-46.7% | $6,227-43.6% | $4,156-15.6% |
| Participant deferral / active EE | $7,691 | $9,614-20.0% | $9,135-15.8% | $6,407+20.1% |
| Admin fee / account holder | $680 | $17,308-96.1% | $16,298-95.8% | $12,270-94.5% |