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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 | $51,297 | $201,370-74.5% | $184,256-72.2% | $145,897-64.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 16.86% | 29.05%-12.2pp | 28.85%-12.0pp | 552.29%-535.4pp |
| Employer contribution / active EE | $4,216 | $7,024-40.0% | $6,427-34.4% | $4,663-9.6% |
| Participant deferral / active EE | $13,486 | $9,808+37.5% | $9,133+47.7% | $6,689+101.6% |
| Admin fee / account holder | $592 | $16,364-96.4% | $13,899-95.7% | $13,390-95.6% |