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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 | $73,724 | $227,291-67.6% | $214,702-65.7% | $155,188-52.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 15.50% | 60.08%-44.6pp | 54.55%-39.1pp | 148.84%-133.3pp |
| Employer contribution / active EE | $6,275 | $6,772-7.3% | $6,461-2.9% | $4,248+47.7% |
| Participant deferral / active EE | $17,327 | $9,582+80.8% | $9,147+89.4% | $6,531+165.3% |
| Admin fee / account holder | $463 | $20,413-97.7% | $19,830-97.7% | $14,480-96.8% |