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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 | $78,435 | $196,972-60.2% | $182,262-57.0% | $198,609-60.5% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 18.93% | 158.27%-139.3pp | 140.60%-121.7pp | 202.70%-183.8pp |
| Employer contribution / active EE | $7,254 | $5,364+35.2% | $5,046+43.8% | $5,055+43.5% |
| Participant deferral / active EE | $17,100 | $8,643+97.9% | $8,276+106.6% | $6,977+145.1% |
| Admin fee / account holder | $2,087 | $18,429-88.7% | $16,712-87.5% | $19,030-89.0% |