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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 | $86,444 | $209,336-58.7% | $197,124-56.1% | $137,256-37.0% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 25.82% | 48.09%-22.3pp | 44.34%-18.5pp | 220.34%-194.5pp |
| Employer contribution / active EE | $7,529 | $6,591+14.2% | $6,227+20.9% | $4,156+81.2% |
| Participant deferral / active EE | $12,006 | $9,614+24.9% | $9,135+31.4% | $6,407+87.4% |
| Admin fee / account holder | $311 | $17,308-98.2% | $16,298-98.1% | $12,270-97.5% |