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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 | $117,895-30.2% | $102,460-19.6% | $145,897-43.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 30.89% | 31.92%-1.0pp | 29.47%+1.4pp | 552.29%-521.4pp |
| Employer contribution / active EE | $11,588 | $3,619+220.2% | $3,025+283.1% | $4,663+148.5% |
| Participant deferral / active EE | $7,204 | $5,736+25.6% | $5,056+42.5% | $6,689+7.7% |
| Admin fee / account holder | $1,130 | $13,353-91.5% | $9,460-88.1% | $13,390-91.6% |