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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 | $53,750 | $213,785-74.9% | $185,441-71.0% | $155,188-65.4% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 19.45% | 19.97%-0.5pp | 20.16%-0.7pp | 148.84%-129.4pp |
| Employer contribution / active EE | $2,155 | $5,393-60.0% | $4,672-53.9% | $4,248-49.3% |
| Participant deferral / active EE | $9,031 | $6,864+31.6% | $6,152+46.8% | $6,531+38.3% |
| Admin fee / account holder | $324 | $21,134-98.5% | $17,890-98.2% | $14,480-97.8% |