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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 | $85,346 | $126,661-32.6% | $113,397-24.7% | $138,895-38.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 30.60% | 25.05%+5.5pp | 23.20%+7.4pp | 145.39%-114.8pp |
| Employer contribution / active EE | $4,567 | $3,456+32.2% | $2,977+53.4% | $4,194+8.9% |
| Participant deferral / active EE | $6,851 | $5,693+20.3% | $5,076+34.9% | $6,396+7.1% |
| Admin fee / account holder | $344 | $14,549-97.6% | $11,957-97.1% | $12,562-97.3% |