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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 | $70,000 | $196,972-64.5% | $182,262-61.6% | $198,609-64.8% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 24.24% | 158.27%-134.0pp | 140.60%-116.4pp | 202.70%-178.5pp |
| Employer contribution / active EE | $2,533 | $5,364-52.8% | $5,046-49.8% | $5,055-49.9% |
| Participant deferral / active EE | $17,845 | $8,643+106.5% | $8,276+115.6% | $6,977+155.8% |
| Admin fee / account holder | $2,222 | $18,429-87.9% | $16,712-86.7% | $19,030-88.3% |