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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 | $56,267 | $201,370-72.1% | $184,256-69.5% | $145,897-61.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 32.04% | 29.05%+3.0pp | 28.85%+3.2pp | 552.29%-520.3pp |
| Employer contribution / active EE | $4,677 | $7,024-33.4% | $6,427-27.2% | $4,663+0.3% |
| Participant deferral / active EE | $7,348 | $9,808-25.1% | $9,133-19.5% | $6,689+9.8% |
| Admin fee / account holder | $433 | $16,364-97.4% | $13,899-96.9% | $13,390-96.8% |