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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 | $83,137 | $212,386-60.9% | $199,883-58.4% | $138,895-40.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 15.25% | 47.75%-32.5pp | 43.81%-28.6pp | 145.39%-130.1pp |
| Employer contribution / active EE | $2,084 | $6,625-68.5% | $6,261-66.7% | $4,194-50.3% |
| Participant deferral / active EE | $13,894 | $9,617+44.5% | $9,138+52.0% | $6,396+117.2% |
| Admin fee / account holder | $1,320 | $18,233-92.8% | $17,268-92.4% | $12,562-89.5% |