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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 | $96,168 | $209,336-54.1% | $197,124-51.2% | $137,256-29.9% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 22.43% | 48.09%-25.7pp | 44.34%-21.9pp | 220.34%-197.9pp |
| Employer contribution / active EE | $3,199 | $6,591-51.5% | $6,227-48.6% | $4,156-23.0% |
| Participant deferral / active EE | $7,242 | $9,614-24.7% | $9,135-20.7% | $6,407+13.0% |
| Admin fee / account holder | $527 | $17,308-97.0% | $16,298-96.8% | $12,270-95.7% |