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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 | $56,681 | $209,336-72.9% | $197,124-71.2% | $137,256-58.7% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 15.06% | 48.09%-33.0pp | 44.34%-29.3pp | 220.34%-205.3pp |
| Employer contribution / active EE | $2,591 | $6,591-60.7% | $6,227-58.4% | $4,156-37.6% |
| Participant deferral / active EE | $15,233 | $9,614+58.4% | $9,135+66.8% | $6,407+137.8% |
| Admin fee / account holder | $458 | $17,308-97.4% | $16,298-97.2% | $12,270-96.3% |