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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 | $83,636 | $201,372-58.5% | $184,260-54.6% | $145,884-42.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 16.70% | 29.04%-12.3pp | 28.84%-12.1pp | 551.85%-535.2pp |
| Employer contribution / active EE | $8,083 | $7,024+15.1% | $6,427+25.8% | $4,662+73.4% |
| Participant deferral / active EE | $6,852 | $9,808-30.1% | $9,133-25.0% | $6,690+2.4% |
| Admin fee / account holder | $4,469 | $16,362-72.7% | $13,898-67.8% | $13,392-66.6% |