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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 | $56,546 | $201,370-71.9% | $184,256-69.3% | $145,897-61.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 22.47% | 29.05%-6.6pp | 28.85%-6.4pp | 552.29%-529.8pp |
| Employer contribution / active EE | $1,910 | $7,024-72.8% | $6,427-70.3% | $4,663-59.0% |
| Participant deferral / active EE | $8,955 | $9,808-8.7% | $9,133-2.0% | $6,689+33.9% |
| Admin fee / account holder | $3,169 | $16,364-80.6% | $13,899-77.2% | $13,390-76.3% |