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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 | $223,823-63.4% | $211,142-61.2% | $154,746-47.1% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 17.27% | 50.39%-33.1pp | 46.84%-29.6pp | 172.34%-155.1pp |
| Employer contribution / active EE | $3,710 | $6,787-45.3% | $6,442-42.4% | $4,379-15.3% |
| Participant deferral / active EE | $13,913 | $9,750+42.7% | $9,284+49.9% | $6,730+106.7% |
| Admin fee / account holder | $682 | $19,707-96.5% | $19,076-96.4% | $14,365-95.3% |