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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 | $60,025 | $275,752-78.2% | $256,809-76.6% | $198,609-69.8% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 21.77% | 34.81%-13.0pp | 32.73%-11.0pp | 202.70%-180.9pp |
| Employer contribution / active EE | $4,862 | $7,721-37.0% | $7,263-33.1% | $5,055-3.8% |
| Participant deferral / active EE | $9,285 | $10,037-7.5% | $9,520-2.5% | $6,977+33.1% |
| Admin fee / account holder | $896 | $25,716-96.5% | $25,146-96.4% | $19,030-95.3% |