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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 | $212,386-60.5% | $199,883-58.1% | $138,895-39.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 23.04% | 47.75%-24.7pp | 43.81%-20.8pp | 145.39%-122.4pp |
| Employer contribution / active EE | $7,769 | $6,625+17.3% | $6,261+24.1% | $4,194+85.2% |
| Participant deferral / active EE | $22,518 | $9,617+134.1% | $9,138+146.4% | $6,396+252.1% |
| Admin fee / account holder | $515 | $18,233-97.2% | $17,268-97.0% | $12,562-95.9% |