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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 | $76,753 | $213,785-64.1% | $185,441-58.6% | $155,188-50.5% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 18.54% | 19.97%-1.4pp | 20.16%-1.6pp | 148.84%-130.3pp |
| Employer contribution / active EE | $5,286 | $5,393-2.0% | $4,672+13.1% | $4,248+24.4% |
| Participant deferral / active EE | $5,226 | $6,864-23.9% | $6,152-15.0% | $6,531-20.0% |
| Admin fee / account holder | $314 | $21,134-98.5% | $17,890-98.2% | $14,480-97.8% |