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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 | $82,339 | $117,904-30.2% | $102,457-19.6% | $145,978-43.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 30.89% | 31.80%-0.9pp | 29.41%+1.5pp | 550.52%-519.6pp |
| Employer contribution / active EE | $11,588 | $3,613+220.7% | $3,022+283.5% | $4,662+148.6% |
| Participant deferral / active EE | $7,204 | $5,733+25.6% | $5,054+42.5% | $6,690+7.7% |
| Admin fee / account holder | $1,130 | $13,329-91.5% | $9,451-88.0% | $13,400-91.6% |