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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 | $40,467 | $185,856-78.2% | $170,028-76.2% | $139,456-71.0% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 26.73% | 60.52%-33.8pp | 53.39%-26.7pp | 373.45%-346.7pp |
| Employer contribution / active EE | $2,275 | $7,593-70.0% | $6,788-66.5% | $4,753-52.1% |
| Participant deferral / active EE | $17,703 | $11,623+52.3% | $10,409+70.1% | $6,711+163.8% |
| Admin fee / account holder | $646 | $15,387-95.8% | $12,820-95.0% | $11,407-94.3% |