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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 | $50,608 | $124,980-59.5% | $108,359-53.3% | $154,746-67.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 18.79% | 45.00%-26.2pp | 36.89%-18.1pp | 172.34%-153.6pp |
| Employer contribution / active EE | $6,812 | $2,851+138.9% | $2,399+183.9% | $4,379+55.5% |
| Participant deferral / active EE | $11,298 | $4,743+138.2% | $4,137+173.1% | $6,730+67.9% |
| Admin fee / account holder | $690 | $11,502-94.0% | $9,741-92.9% | $14,365-95.2% |