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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 | $75,485 | $126,661-40.4% | $113,397-33.4% | $138,895-45.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 12.74% | 25.05%-12.3pp | 23.20%-10.5pp | 145.39%-132.7pp |
| Employer contribution / active EE | $4,798 | $3,456+38.8% | $2,977+61.2% | $4,194+14.4% |
| Participant deferral / active EE | $12,574 | $5,693+120.9% | $5,076+147.7% | $6,396+96.6% |
| Admin fee / account holder | $47,477 | $14,549+226.3% | $11,957+297.1% | $12,562+277.9% |