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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 | $52,034 | $209,336-75.1% | $197,124-73.6% | $137,256-62.1% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 27.84% | 48.09%-20.2pp | 44.34%-16.5pp | 220.34%-192.5pp |
| Employer contribution / active EE | $7,255 | $6,591+10.1% | $6,227+16.5% | $4,156+74.6% |
| Participant deferral / active EE | $12,769 | $9,614+32.8% | $9,135+39.8% | $6,407+99.3% |
| Admin fee / account holder | $614 | $17,308-96.5% | $16,298-96.2% | $12,270-95.0% |