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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 | $81,461 | $212,386-61.6% | $199,883-59.2% | $138,895-41.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 44.51% | 47.75%-3.2pp | 43.81%+0.7pp | 145.39%-100.9pp |
| Employer contribution / active EE | $7,976 | $6,625+20.4% | $6,261+27.4% | $4,194+90.2% |
| Participant deferral / active EE | $20,280 | $9,617+110.9% | $9,138+121.9% | $6,396+217.1% |
| Admin fee / account holder | $9,480 | $18,233-48.0% | $17,268-45.1% | $12,562-24.5% |