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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 | $45,048 | $183,592-75.5% | $155,574-71.0% | $145,877-69.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.81% | 61.37%-48.6pp | 64.87%-52.1pp | 551.28%-538.5pp |
| Employer contribution / active EE | $5,837 | $5,317+9.8% | $4,676+24.8% | $4,663+25.2% |
| Participant deferral / active EE | $7,643 | $6,466+18.2% | $5,629+35.8% | $6,691+14.2% |
| Admin fee / account holder | $704 | $19,316-96.4% | $15,914-95.6% | $13,402-94.7% |