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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 | $49,776 | $181,896-72.6% | $156,551-68.2% | $273,972-81.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 12.34% | 30.74%-18.4pp | 32.23%-19.9pp | 41.46%-29.1pp |
| Employer contribution / active EE | $8,072 | $6,248+29.2% | $5,501+46.7% | $4,869+65.8% |
| Participant deferral / active EE | $10,634 | $5,550+91.6% | $4,871+118.3% | $5,287+101.1% |
| Admin fee / account holder | $385 | $15,560-97.5% | $13,028-97.0% | $10,133-96.2% |