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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 | $212,386-74.4% | $199,883-72.8% | $138,895-60.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 19.41% | 47.75%-28.3pp | 43.81%-24.4pp | 145.39%-126.0pp |
| Employer contribution / active EE | $1,694 | $6,625-74.4% | $6,261-73.0% | $4,194-59.6% |
| Participant deferral / active EE | $18,194 | $9,617+89.2% | $9,138+99.1% | $6,396+184.4% |
| Admin fee / account holder | $2,550 | $18,233-86.0% | $17,268-85.2% | $12,562-79.7% |