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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 | $209,336-70.8% | $197,124-69.0% | $137,256-55.5% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 14.29% | 48.09%-33.8pp | 44.34%-30.1pp | 220.34%-206.1pp |
| Employer contribution / active EE | $2,350 | $6,591-64.3% | $6,227-62.3% | $4,156-43.5% |
| Participant deferral / active EE | $3,515 | $9,614-63.4% | $9,135-61.5% | $6,407-45.1% |
| Admin fee / account holder | $412 | $17,308-97.6% | $16,298-97.5% | $12,270-96.6% |