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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 | $44,732 | $183,516-75.6% | $155,534-71.2% | $145,884-69.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 19.98% | 61.43%-41.4pp | 64.92%-44.9pp | 551.85%-531.9pp |
| Employer contribution / active EE | $2,625 | $5,315-50.6% | $4,675-43.8% | $4,662-43.7% |
| Participant deferral / active EE | $12,038 | $6,467+86.2% | $5,630+113.8% | $6,690+80.0% |
| Admin fee / account holder | $2,122 | $19,293-89.0% | $15,900-86.7% | $13,392-84.2% |