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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 | $65,887 | $201,370-67.3% | $184,256-64.2% | $145,897-54.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 17.90% | 29.05%-11.1pp | 28.85%-10.9pp | 552.29%-534.4pp |
| Employer contribution / active EE | $4,861 | $7,024-30.8% | $6,427-24.4% | $4,663+4.3% |
| Participant deferral / active EE | $13,319 | $9,808+35.8% | $9,133+45.8% | $6,689+99.1% |
| Admin fee / account holder | $13,927 | $16,364-14.9% | $13,899+0.2% | $13,390+4.0% |