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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 | $57,723 | $201,370-71.3% | $184,256-68.7% | $145,897-60.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 14.63% | 29.05%-14.4pp | 28.85%-14.2pp | 552.29%-537.7pp |
| Employer contribution / active EE | $2,678 | $7,024-61.9% | $6,427-58.3% | $4,663-42.6% |
| Participant deferral / active EE | $4,628 | $9,808-52.8% | $9,133-49.3% | $6,689-30.8% |
| Admin fee / account holder | $447 | $16,364-97.3% | $13,899-96.8% | $13,390-96.7% |