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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 | $212,386-54.7% | $199,883-51.9% | $138,895-30.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 18.68% | 47.75%-29.1pp | 43.81%-25.1pp | 145.39%-126.7pp |
| Employer contribution / active EE | $2,882 | $6,625-56.5% | $6,261-54.0% | $4,194-31.3% |
| Participant deferral / active EE | $20,512 | $9,617+113.3% | $9,138+124.5% | $6,396+220.7% |
| Admin fee / account holder | $622 | $18,233-96.6% | $17,268-96.4% | $12,562-95.0% |