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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 | $56,048 | $107,666-47.9% | $102,184-45.2% | $154,746-63.8% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 32.46% | 29.33%+3.1pp | 31.58%+0.9pp | 172.34%-139.9pp |
| Employer contribution / active EE | $20,609 | $3,846+435.8% | $3,594+473.5% | $4,379+370.6% |
| Participant deferral / active EE | $6,831 | $8,719-21.7% | $8,309-17.8% | $6,730+1.5% |
| Admin fee / account holder | $1,074 | $12,943-91.7% | $11,609-90.7% | $14,365-92.5% |