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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 | $67,681 | $197,625-65.8% | $177,840-61.9% | $158,966-57.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 8.72% | 58.76%-50.0pp | 48.32%-39.6pp | 302.95%-294.2pp |
| Employer contribution / active EE | $5,987 | $6,698-10.6% | $5,919+1.1% | $4,762+25.7% |
| Participant deferral / active EE | $17,984 | $8,405+114.0% | $7,714+133.1% | $5,983+200.6% |
| Admin fee / account holder | $514 | $15,405-96.7% | $12,431-95.9% | $11,250-95.4% |