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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 | $45,535 | $185,905-75.5% | $170,057-73.2% | $139,487-67.4% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 22.78% | 60.56%-37.8pp | 53.42%-30.6pp | 373.84%-351.1pp |
| Employer contribution / active EE | $10,756 | $7,597+41.6% | $6,790+58.4% | $4,755+126.2% |
| Participant deferral / active EE | $17,187 | $11,627+47.8% | $10,411+65.1% | $6,713+156.0% |
| Admin fee / account holder | $2,519 | $15,397-83.6% | $12,826-80.4% | $11,407-77.9% |