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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 | $39,286 | $201,370-80.5% | $184,256-78.7% | $145,897-73.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 10.31% | 29.05%-18.7pp | 28.85%-18.5pp | 552.29%-542.0pp |
| Employer contribution / active EE | $3,675 | $7,024-47.7% | $6,427-42.8% | $4,663-21.2% |
| Participant deferral / active EE | $7,310 | $9,808-25.5% | $9,133-20.0% | $6,689+9.3% |
| Admin fee / account holder | $423 | $16,364-97.4% | $13,899-97.0% | $13,390-96.8% |