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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 | $47,499 | $181,062-73.8% | $158,223-70.0% | $155,188-69.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 16.08% | 57.39%-41.3pp | 52.09%-36.0pp | 148.84%-132.8pp |
| Employer contribution / active EE | $2,704 | $4,565-40.8% | $4,109-34.2% | $4,248-36.3% |
| Participant deferral / active EE | $7,079 | $6,134+15.4% | $5,467+29.5% | $6,531+8.4% |
| Admin fee / account holder | $612 | $18,825-96.7% | $16,047-96.2% | $14,480-95.8% |