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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 | $51,030 | $201,370-74.7% | $184,256-72.3% | $145,897-65.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 11.56% | 29.05%-17.5pp | 28.85%-17.3pp | 552.29%-540.7pp |
| Employer contribution / active EE | $2,127 | $7,024-69.7% | $6,427-66.9% | $4,663-54.4% |
| Participant deferral / active EE | $4,005 | $9,808-59.2% | $9,133-56.1% | $6,689-40.1% |
| Admin fee / account holder | $405 | $16,364-97.5% | $13,899-97.1% | $13,390-97.0% |