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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 | $56,957 | $162,785-65.0% | $133,959-57.5% | $158,950-64.2% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 35.61% | 41.94%-6.3pp | 45.09%-9.5pp | 302.91%-267.3pp |
| Employer contribution / active EE | $5,492 | $4,975+10.4% | $3,919+40.1% | $4,762+15.3% |
| Participant deferral / active EE | $11,778 | $5,910+99.3% | $5,047+133.4% | $5,983+96.9% |
| Admin fee / account holder | $1,268 | $11,738-89.2% | $8,928-85.8% | $11,248-88.7% |