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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 | $71,769 | $201,370-64.4% | $184,256-61.0% | $145,897-50.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 20.70% | 29.05%-8.4pp | 28.85%-8.2pp | 552.29%-531.6pp |
| Employer contribution / active EE | $2,818 | $7,024-59.9% | $6,427-56.2% | $4,663-39.6% |
| Participant deferral / active EE | $11,613 | $9,808+18.4% | $9,133+27.1% | $6,689+73.6% |
| Admin fee / account holder | $983 | $16,364-94.0% | $13,899-92.9% | $13,390-92.7% |