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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 | $65,362 | $212,386-69.2% | $199,883-67.3% | $138,895-52.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 22.29% | 47.75%-25.5pp | 43.81%-21.5pp | 145.39%-123.1pp |
| Employer contribution / active EE | $2,415 | $6,625-63.5% | $6,261-61.4% | $4,194-42.4% |
| Participant deferral / active EE | $15,705 | $9,617+63.3% | $9,138+71.9% | $6,396+145.5% |
| Admin fee / account holder | $395 | $18,233-97.8% | $17,268-97.7% | $12,562-96.9% |