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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 | $201,259-74.5% | $184,200-72.2% | $145,959-64.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 16.86% | 28.98%-12.1pp | 28.80%-11.9pp | 561.95%-545.1pp |
| Employer contribution / active EE | $4,216 | $7,018-39.9% | $6,424-34.4% | $4,661-9.5% |
| Participant deferral / active EE | $13,486 | $9,806+37.5% | $9,132+47.7% | $6,689+101.6% |
| Admin fee / account holder | $592 | $16,372-96.4% | $13,907-95.7% | $13,398-95.6% |