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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 | $58,253 | $117,895-50.6% | $102,460-43.1% | $145,897-60.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 32.56% | 31.92%+0.6pp | 29.47%+3.1pp | 552.29%-519.7pp |
| Employer contribution / active EE | $4,584 | $3,619+26.7% | $3,025+51.5% | $4,663-1.7% |
| Participant deferral / active EE | $13,693 | $5,736+138.7% | $5,056+170.8% | $6,689+104.7% |
| Admin fee / account holder | $15,348 | $13,353+14.9% | $9,460+62.2% | $13,390+14.6% |