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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 | $83,802 | $227,291-63.1% | $214,702-61.0% | $155,188-46.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 23.04% | 60.08%-37.0pp | 54.55%-31.5pp | 148.84%-125.8pp |
| Employer contribution / active EE | $7,769 | $6,772+14.7% | $6,461+20.3% | $4,248+82.9% |
| Participant deferral / active EE | $22,518 | $9,582+135.0% | $9,147+146.2% | $6,531+244.8% |
| Admin fee / account holder | $515 | $20,413-97.5% | $19,830-97.4% | $14,480-96.4% |