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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 | $109,453 | $275,752-60.3% | $256,809-57.4% | $198,609-44.9% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 20.09% | 34.81%-14.7pp | 32.73%-12.6pp | 202.70%-182.6pp |
| Employer contribution / active EE | $23,217 | $7,721+200.7% | $7,263+219.7% | $5,055+359.3% |
| Participant deferral / active EE | $9,827 | $10,037-2.1% | $9,520+3.2% | $6,977+40.8% |
| Admin fee / account holder | $2,204 | $25,716-91.4% | $25,146-91.2% | $19,030-88.4% |