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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 | $85,298 | $209,336-59.3% | $197,124-56.7% | $137,256-37.9% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 19.24% | 48.09%-28.8pp | 44.34%-25.1pp | 220.34%-201.1pp |
| Employer contribution / active EE | $7,600 | $6,591+15.3% | $6,227+22.0% | $4,156+82.9% |
| Participant deferral / active EE | $17,331 | $9,614+80.3% | $9,135+89.7% | $6,407+170.5% |
| Admin fee / account holder | $1,471 | $17,308-91.5% | $16,298-91.0% | $12,270-88.0% |