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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 | $45,963 | $178,174-74.2% | $156,181-70.6% | $137,256-66.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 13.68% | 84.19%-70.5pp | 64.87%-51.2pp | 220.34%-206.7pp |
| Employer contribution / active EE | $9,213 | $4,972+85.3% | $4,294+114.6% | $4,156+121.7% |
| Participant deferral / active EE | $5,066 | $6,888-26.5% | $6,132-17.4% | $6,407-20.9% |
| Admin fee / account holder | $443 | $17,404-97.5% | $14,586-97.0% | $12,270-96.4% |