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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 | $57,197 | $183,627-68.9% | $155,602-63.2% | $145,978-60.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 20.02% | 61.32%-41.3pp | 64.81%-44.8pp | 550.52%-530.5pp |
| Employer contribution / active EE | $7,127 | $5,316+34.1% | $4,675+52.4% | $4,662+52.9% |
| Participant deferral / active EE | $3,059 | $6,466-52.7% | $5,629-45.6% | $6,690-54.3% |
| Admin fee / account holder | $502 | $19,327-97.4% | $15,923-96.8% | $13,400-96.3% |