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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 | $63,854 | $213,785-70.1% | $185,441-65.6% | $155,188-58.9% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 14.52% | 19.97%-5.4pp | 20.16%-5.6pp | 148.84%-134.3pp |
| Employer contribution / active EE | $8,100 | $5,393+50.2% | $4,672+73.4% | $4,248+90.7% |
| Participant deferral / active EE | $12,570 | $6,864+83.1% | $6,152+104.3% | $6,531+92.5% |
| Admin fee / account holder | $4,803 | $21,134-77.3% | $17,890-73.2% | $14,480-66.8% |