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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 | $80,046 | $201,370-60.2% | $184,256-56.6% | $145,897-45.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 28.77% | 29.05%-0.3pp | 28.85%-0.1pp | 552.29%-523.5pp |
| Employer contribution / active EE | $2,142 | $7,024-69.5% | $6,427-66.7% | $4,663-54.1% |
| Participant deferral / active EE | $11,173 | $9,808+13.9% | $9,133+22.3% | $6,689+67.0% |
| Admin fee / account holder | $70,684 | $16,364+331.9% | $13,899+408.5% | $13,390+427.9% |