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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 | $31,291 | $213,785-85.4% | $185,441-83.1% | $155,188-79.8% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 22.46% | 19.97%+2.5pp | 20.16%+2.3pp | 148.84%-126.4pp |
| Employer contribution / active EE | $10,754 | $5,393+99.4% | $4,672+130.2% | $4,248+153.2% |
| Participant deferral / active EE | $5,215 | $6,864-24.0% | $6,152-15.2% | $6,531-20.1% |
| Admin fee / account holder | $1,145 | $21,134-94.6% | $17,890-93.6% | $14,480-92.1% |