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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 | $45,436 | $227,291-80.0% | $214,702-78.8% | $155,188-70.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 16.50% | 60.08%-43.6pp | 54.55%-38.1pp | 148.84%-132.3pp |
| Employer contribution / active EE | $2,694 | $6,772-60.2% | $6,461-58.3% | $4,248-36.6% |
| Participant deferral / active EE | $11,810 | $9,582+23.3% | $9,147+29.1% | $6,531+80.8% |
| Admin fee / account holder | $545 | $20,413-97.3% | $19,830-97.2% | $14,480-96.2% |