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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 | $61,059 | $212,386-71.3% | $199,883-69.5% | $138,895-56.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 14.29% | 47.75%-33.5pp | 43.81%-29.5pp | 145.39%-131.1pp |
| Employer contribution / active EE | $2,350 | $6,625-64.5% | $6,261-62.5% | $4,194-44.0% |
| Participant deferral / active EE | $3,515 | $9,617-63.5% | $9,138-61.5% | $6,396-45.1% |
| Admin fee / account holder | $412 | $18,233-97.7% | $17,268-97.6% | $12,562-96.7% |