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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 | $31,683 | $172,111-81.6% | $150,298-78.9% | $137,256-76.9% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 14.92% | 69.37%-54.4pp | 62.79%-47.9pp | 220.34%-205.4pp |
| Employer contribution / active EE | $5,633 | $4,636+21.5% | $4,154+35.6% | $4,156+35.5% |
| Participant deferral / active EE | $7,774 | $6,166+26.1% | $5,453+42.6% | $6,407+21.3% |
| Admin fee / account holder | $693 | $16,471-95.8% | $14,116-95.1% | $12,270-94.3% |