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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 | $62,608 | $201,344-68.9% | $184,243-66.0% | $145,877-57.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 10.20% | 29.01%-18.8pp | 28.82%-18.6pp | 551.28%-541.1pp |
| Employer contribution / active EE | $5,095 | $7,022-27.4% | $6,427-20.7% | $4,663+9.3% |
| Participant deferral / active EE | $15,818 | $9,807+61.3% | $9,132+73.2% | $6,691+136.4% |
| Admin fee / account holder | $2,023 | $16,382-87.6% | $13,914-85.5% | $13,402-84.9% |