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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 | $45,072 | $217,432-79.3% | $185,851-75.7% | $167,553-73.1% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 15.12% | 148.43%-133.3pp | 122.11%-107.0pp | 478.89%-463.8pp |
| Employer contribution / active EE | $5,232 | $5,874-10.9% | $5,168+1.2% | $4,840+8.1% |
| Participant deferral / active EE | $7,907 | $6,357+24.4% | $5,569+42.0% | $6,343+24.7% |
| Admin fee / account holder | $828 | $19,820-95.8% | $16,245-94.9% | $12,316-93.3% |