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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 | $81,122 | $201,370-59.7% | $184,256-56.0% | $145,897-44.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 30.37% | 29.05%+1.3pp | 28.85%+1.5pp | 552.29%-521.9pp |
| Employer contribution / active EE | $2,383 | $7,024-66.1% | $6,427-62.9% | $4,663-48.9% |
| Participant deferral / active EE | $6,630 | $9,808-32.4% | $9,133-27.4% | $6,689-0.9% |
| Admin fee / account holder | $721 | $16,364-95.6% | $13,899-94.8% | $13,390-94.6% |