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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 | $44,296 | $174,379-74.6% | $152,093-70.9% | $138,895-68.1% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 18.89% | 74.86%-56.0pp | 66.36%-47.5pp | 145.39%-126.5pp |
| Employer contribution / active EE | $7,948 | $4,652+70.9% | $4,175+90.4% | $4,194+89.5% |
| Participant deferral / active EE | $8,096 | $6,159+31.4% | $5,451+48.5% | $6,396+26.6% |
| Admin fee / account holder | $493 | $16,880-97.1% | $14,497-96.6% | $12,562-96.1% |