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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 | $38,319 | $201,372-81.0% | $184,260-79.2% | $145,884-73.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 14.11% | 29.04%-14.9pp | 28.84%-14.7pp | 551.85%-537.7pp |
| Employer contribution / active EE | $1,652 | $7,024-76.5% | $6,427-74.3% | $4,662-64.6% |
| Participant deferral / active EE | $11,052 | $9,808+12.7% | $9,133+21.0% | $6,690+65.2% |
| Admin fee / account holder | $17,050 | $16,362+4.2% | $13,898+22.7% | $13,392+27.3% |