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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 | $47,821 | $156,398-69.4% | $147,318-67.5% | $138,895-65.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 18.40% | 78.75%-60.3pp | 70.43%-52.0pp | 145.39%-127.0pp |
| Employer contribution / active EE | $6,448 | $4,853+32.9% | $4,593+40.4% | $4,194+53.7% |
| Participant deferral / active EE | $20,575 | $8,237+149.8% | $7,906+160.2% | $6,396+221.7% |
| Admin fee / account holder | $2,516 | $14,976-83.2% | $13,708-81.6% | $12,562-80.0% |