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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 | $55,133 | $282,059-80.5% | $213,469-74.2% | $154,746-64.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 31.20% | 20.90%+10.3pp | 20.58%+10.6pp | 172.34%-141.1pp |
| Employer contribution / active EE | $3,216 | $6,189-48.0% | $4,994-35.6% | $4,379-26.6% |
| Participant deferral / active EE | $8,449 | $8,186+3.2% | $6,841+23.5% | $6,730+25.5% |
| Admin fee / account holder | $1,956 | $37,435-94.8% | $27,141-92.8% | $14,365-86.4% |