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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 | $54,818 | $223,823-75.5% | $211,142-74.0% | $154,746-64.6% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 17.80% | 50.39%-32.6pp | 46.84%-29.0pp | 172.34%-154.5pp |
| Employer contribution / active EE | $4,670 | $6,787-31.2% | $6,442-27.5% | $4,379+6.6% |
| Participant deferral / active EE | $7,830 | $9,750-19.7% | $9,284-15.7% | $6,730+16.3% |
| Admin fee / account holder | $339 | $19,707-98.3% | $19,076-98.2% | $14,365-97.6% |