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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 | $54,321 | $209,336-74.1% | $197,124-72.4% | $137,256-60.4% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 19.41% | 48.09%-28.7pp | 44.34%-24.9pp | 220.34%-200.9pp |
| Employer contribution / active EE | $1,694 | $6,591-74.3% | $6,227-72.8% | $4,156-59.2% |
| Participant deferral / active EE | $18,194 | $9,614+89.2% | $9,135+99.2% | $6,407+184.0% |
| Admin fee / account holder | $2,550 | $17,308-85.3% | $16,298-84.4% | $12,270-79.2% |