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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 | $45,589 | $212,386-78.5% | $199,883-77.2% | $138,895-67.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 42.00% | 47.75%-5.7pp | 43.81%-1.8pp | 145.39%-103.4pp |
| Employer contribution / active EE | $4,928 | $6,625-25.6% | $6,261-21.3% | $4,194+17.5% |
| Participant deferral / active EE | $6,964 | $9,617-27.6% | $9,138-23.8% | $6,396+8.9% |
| Admin fee / account holder | $656 | $18,233-96.4% | $17,268-96.2% | $12,562-94.8% |