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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 | $96,109 | $223,823-57.1% | $211,142-54.5% | $154,746-37.9% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 18.68% | 50.39%-31.7pp | 46.84%-28.2pp | 172.34%-153.7pp |
| Employer contribution / active EE | $2,882 | $6,787-57.5% | $6,442-55.3% | $4,379-34.2% |
| Participant deferral / active EE | $20,512 | $9,750+110.4% | $9,284+120.9% | $6,730+204.8% |
| Admin fee / account holder | $622 | $19,707-96.8% | $19,076-96.7% | $14,365-95.7% |