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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 | $201,372-64.4% | $184,260-61.1% | $145,884-50.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 20.70% | 29.04%-8.3pp | 28.84%-8.1pp | 551.85%-531.2pp |
| Employer contribution / active EE | $2,818 | $7,024-59.9% | $6,427-56.2% | $4,662-39.6% |
| Participant deferral / active EE | $11,613 | $9,808+18.4% | $9,133+27.2% | $6,690+73.6% |
| Admin fee / account holder | $983 | $16,362-94.0% | $13,898-92.9% | $13,392-92.7% |