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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 | $212,386-65.3% | $199,883-63.1% | $138,895-46.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 15.50% | 47.75%-32.3pp | 43.81%-28.3pp | 145.39%-129.9pp |
| Employer contribution / active EE | $6,275 | $6,625-5.3% | $6,261+0.2% | $4,194+49.6% |
| Participant deferral / active EE | $17,327 | $9,617+80.2% | $9,138+89.6% | $6,396+170.9% |
| Admin fee / account holder | $463 | $18,233-97.5% | $17,268-97.3% | $12,562-96.3% |