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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 | $34,885 | $174,379-80.0% | $152,093-77.1% | $138,895-74.9% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 18.62% | 74.86%-56.2pp | 66.36%-47.7pp | 145.39%-126.8pp |
| Employer contribution / active EE | $2,280 | $4,652-51.0% | $4,175-45.4% | $4,194-45.6% |
| Participant deferral / active EE | $23,500 | $6,159+281.5% | $5,451+331.1% | $6,396+267.4% |
| Admin fee / account holder | $511 | $16,880-97.0% | $14,497-96.5% | $12,562-95.9% |