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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 | $60,549 | $162,136-62.7% | $152,301-60.2% | $154,746-60.9% |
| Participation rate | 90.0% | 84.1%+5.9pp | 82.4%+7.6pp | 80.7%+9.3pp |
| Annual return | 24.85% | 91.02%-66.2pp | 80.50%-55.7pp | 172.34%-147.5pp |
| Employer contribution / active EE | $9,999 | $4,890+104.5% | $4,624+116.2% | $4,379+128.3% |
| Participant deferral / active EE | $15,791 | $8,341+89.3% | $8,004+97.3% | $6,730+134.6% |
| Admin fee / account holder | $1,073 | $15,759-93.2% | $14,398-92.6% | $14,365-92.5% |