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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 | $212,386-78.6% | $199,883-77.3% | $138,895-67.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 16.50% | 47.75%-31.3pp | 43.81%-27.3pp | 145.39%-128.9pp |
| Employer contribution / active EE | $2,694 | $6,625-59.3% | $6,261-57.0% | $4,194-35.8% |
| Participant deferral / active EE | $11,810 | $9,617+22.8% | $9,138+29.2% | $6,396+84.6% |
| Admin fee / account holder | $545 | $18,233-97.0% | $17,268-96.8% | $12,562-95.7% |