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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 | $61,206 | $275,752-77.8% | $256,809-76.2% | $198,609-69.2% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 19.49% | 34.81%-15.3pp | 32.73%-13.2pp | 202.70%-183.2pp |
| Employer contribution / active EE | $18,084 | $7,721+134.2% | $7,263+149.0% | $5,055+257.7% |
| Participant deferral / active EE | $7,745 | $10,037-22.8% | $9,520-18.6% | $6,977+11.0% |
| Admin fee / account holder | $414 | $25,716-98.4% | $25,146-98.4% | $19,030-97.8% |