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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 | $227,291-75.9% | $214,702-74.5% | $155,188-64.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 17.80% | 60.08%-42.3pp | 54.55%-36.8pp | 148.84%-131.0pp |
| Employer contribution / active EE | $4,670 | $6,772-31.0% | $6,461-27.7% | $4,248+9.9% |
| Participant deferral / active EE | $7,830 | $9,582-18.3% | $9,147-14.4% | $6,531+19.9% |
| Admin fee / account holder | $339 | $20,413-98.3% | $19,830-98.3% | $14,480-97.7% |