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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 | $80,216 | $209,336-61.7% | $197,124-59.3% | $137,256-41.6% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 17.61% | 48.09%-30.5pp | 44.34%-26.7pp | 220.34%-202.7pp |
| Employer contribution / active EE | $2,668 | $6,591-59.5% | $6,227-57.2% | $4,156-35.8% |
| Participant deferral / active EE | $14,894 | $9,614+54.9% | $9,135+63.1% | $6,407+132.5% |
| Admin fee / account holder | $4,840 | $17,308-72.0% | $16,298-70.3% | $12,270-60.6% |