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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 | $64,420 | $212,386-69.7% | $199,883-67.8% | $138,895-53.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 18.97% | 47.75%-28.8pp | 43.81%-24.8pp | 145.39%-126.4pp |
| Employer contribution / active EE | $2,897 | $6,625-56.3% | $6,261-53.7% | $4,194-30.9% |
| Participant deferral / active EE | $5,892 | $9,617-38.7% | $9,138-35.5% | $6,396-7.9% |
| Admin fee / account holder | $699 | $18,233-96.2% | $17,268-96.0% | $12,562-94.4% |