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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 | $85,298 | $212,386-59.8% | $199,883-57.3% | $138,895-38.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 19.16% | 47.75%-28.6pp | 43.81%-24.7pp | 145.39%-126.2pp |
| Employer contribution / active EE | $2,809 | $6,625-57.6% | $6,261-55.1% | $4,194-33.0% |
| Participant deferral / active EE | $9,544 | $9,617-0.8% | $9,138+4.4% | $6,396+49.2% |
| Admin fee / account holder | $423 | $18,233-97.7% | $17,268-97.6% | $12,562-96.6% |