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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 | $275,752-65.1% | $256,809-62.6% | $198,609-51.6% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 18.68% | 34.81%-16.1pp | 32.73%-14.0pp | 202.70%-184.0pp |
| Employer contribution / active EE | $2,882 | $7,721-62.7% | $7,263-60.3% | $5,055-43.0% |
| Participant deferral / active EE | $20,512 | $10,037+104.4% | $9,520+115.5% | $6,977+194.0% |
| Admin fee / account holder | $622 | $25,716-97.6% | $25,146-97.5% | $19,030-96.7% |