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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 | $72,630 | $97,289-25.3% | $92,805-21.7% | $155,188-53.2% |
| Participation rate | 100.0% | 84.2%+15.8pp | 83.5%+16.5pp | 80.8%+19.2pp |
| Annual return | 47.03% | 29.03%+18.0pp | 31.59%+15.4pp | 148.84%-101.8pp |
| Employer contribution / active EE | $5,376 | $3,632+48.0% | $3,424+57.0% | $4,248+26.6% |
| Participant deferral / active EE | $13,106 | $8,795+49.0% | $8,448+55.1% | $6,531+100.7% |
| Admin fee / account holder | $392 | $12,015-96.7% | $10,911-96.4% | $14,480-97.3% |