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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 | $48,624 | $181,062-73.1% | $158,223-69.3% | $155,188-68.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 23.07% | 57.39%-34.3pp | 52.09%-29.0pp | 148.84%-125.8pp |
| Employer contribution / active EE | $2,592 | $4,565-43.2% | $4,109-36.9% | $4,248-39.0% |
| Participant deferral / active EE | $9,082 | $6,134+48.0% | $5,467+66.1% | $6,531+39.1% |
| Admin fee / account holder | $477 | $18,825-97.5% | $16,047-97.0% | $14,480-96.7% |