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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 | $72,399 | $201,264-64.0% | $184,185-60.7% | $145,978-50.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 26.78% | 29.00%-2.2pp | 28.81%-2.0pp | 550.52%-523.7pp |
| Employer contribution / active EE | $18,199 | $7,021+159.2% | $6,426+183.2% | $4,662+290.4% |
| Participant deferral / active EE | $13,936 | $9,806+42.1% | $9,132+52.6% | $6,690+108.3% |
| Admin fee / account holder | $8,998 | $16,376-45.1% | $13,909-35.3% | $13,400-32.9% |