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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 | $69,981 | $201,344-65.2% | $184,243-62.0% | $145,877-52.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 14.79% | 29.01%-14.2pp | 28.82%-14.0pp | 551.28%-536.5pp |
| Employer contribution / active EE | $5,150 | $7,022-26.7% | $6,427-19.9% | $4,663+10.4% |
| Participant deferral / active EE | $15,316 | $9,807+56.2% | $9,132+67.7% | $6,691+128.9% |
| Admin fee / account holder | $311 | $16,382-98.1% | $13,914-97.8% | $13,402-97.7% |