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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 | $83,463 | $201,344-58.5% | $184,243-54.7% | $145,877-42.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.63% | 29.01%-15.4pp | 28.82%-15.2pp | 551.28%-537.7pp |
| Employer contribution / active EE | $7,747 | $7,022+10.3% | $6,427+20.5% | $4,663+66.1% |
| Participant deferral / active EE | $25,513 | $9,807+160.2% | $9,132+179.4% | $6,691+281.3% |
| Admin fee / account holder | $451 | $16,382-97.2% | $13,914-96.8% | $13,402-96.6% |