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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 | $109,714 | $201,370-45.5% | $184,256-40.5% | $145,897-24.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 24.84% | 29.05%-4.2pp | 28.85%-4.0pp | 552.29%-527.5pp |
| Employer contribution / active EE | $1,987 | $7,024-71.7% | $6,427-69.1% | $4,663-57.4% |
| Participant deferral / active EE | $20,732 | $9,808+111.4% | $9,133+127.0% | $6,689+209.9% |
| Admin fee / account holder | $656 | $16,364-96.0% | $13,899-95.3% | $13,390-95.1% |