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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 | $53,078 | $201,370-73.6% | $184,256-71.2% | $145,897-63.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 17.77% | 29.05%-11.3pp | 28.85%-11.1pp | 552.29%-534.5pp |
| Employer contribution / active EE | $3,474 | $7,024-50.5% | $6,427-45.9% | $4,663-25.5% |
| Participant deferral / active EE | $7,850 | $9,808-20.0% | $9,133-14.0% | $6,689+17.4% |
| Admin fee / account holder | $604 | $16,364-96.3% | $13,899-95.7% | $13,390-95.5% |