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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 | $47,397 | $201,370-76.5% | $184,256-74.3% | $145,897-67.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 22.04% | 29.05%-7.0pp | 28.85%-6.8pp | 552.29%-530.2pp |
| Employer contribution / active EE | $11,124 | $7,024+58.4% | $6,427+73.1% | $4,663+138.6% |
| Participant deferral / active EE | $13,952 | $9,808+42.3% | $9,133+52.8% | $6,689+108.6% |
| Admin fee / account holder | $1,891 | $16,364-88.4% | $13,899-86.4% | $13,390-85.9% |