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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 | $62,812 | $107,666-41.7% | $102,184-38.5% | $154,746-59.4% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 46.39% | 29.33%+17.1pp | 31.58%+14.8pp | 172.34%-125.9pp |
| Employer contribution / active EE | $9,092 | $3,846+136.4% | $3,594+153.0% | $4,379+107.6% |
| Participant deferral / active EE | $23,092 | $8,719+164.8% | $8,309+177.9% | $6,730+243.1% |
| Admin fee / account holder | $3,605 | $12,943-72.1% | $11,609-68.9% | $14,365-74.9% |