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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 | $87,538 | $201,344-56.5% | $184,243-52.5% | $145,877-40.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 11.70% | 29.01%-17.3pp | 28.82%-17.1pp | 551.28%-539.6pp |
| Employer contribution / active EE | $2,187 | $7,022-68.9% | $6,427-66.0% | $4,663-53.1% |
| Participant deferral / active EE | $21,517 | $9,807+119.4% | $9,132+135.6% | $6,691+221.6% |
| Admin fee / account holder | $656 | $16,382-96.0% | $13,914-95.3% | $13,402-95.1% |