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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 | $80,808 | $197,603-59.1% | $177,827-54.6% | $158,950-49.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 15.08% | 58.76%-43.7pp | 48.32%-33.2pp | 302.91%-287.8pp |
| Employer contribution / active EE | $6,301 | $6,698-5.9% | $5,918+6.5% | $4,762+32.3% |
| Participant deferral / active EE | $14,149 | $8,404+68.3% | $7,713+83.4% | $5,983+136.5% |
| Admin fee / account holder | $2,439 | $15,402-84.2% | $12,429-80.4% | $11,248-78.3% |