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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 | $81,845 | $209,336-60.9% | $197,124-58.5% | $137,256-40.4% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 17.27% | 48.09%-30.8pp | 44.34%-27.1pp | 220.34%-203.1pp |
| Employer contribution / active EE | $3,710 | $6,591-43.7% | $6,227-40.4% | $4,156-10.7% |
| Participant deferral / active EE | $13,913 | $9,614+44.7% | $9,135+52.3% | $6,407+117.2% |
| Admin fee / account holder | $682 | $17,308-96.1% | $16,298-95.8% | $12,270-94.4% |