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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 | $83,976 | $201,370-58.3% | $184,256-54.4% | $145,897-42.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 14.45% | 29.05%-14.6pp | 28.85%-14.4pp | 552.29%-537.8pp |
| Employer contribution / active EE | $5,102 | $7,024-27.4% | $6,427-20.6% | $4,663+9.4% |
| Participant deferral / active EE | $11,360 | $9,808+15.8% | $9,133+24.4% | $6,689+69.8% |
| Admin fee / account holder | $978 | $16,364-94.0% | $13,899-93.0% | $13,390-92.7% |