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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 | $117,846-30.1% | $102,434-19.6% | $145,884-43.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 30.89% | 31.90%-1.0pp | 29.46%+1.4pp | 551.85%-521.0pp |
| Employer contribution / active EE | $11,588 | $3,615+220.6% | $3,023+283.3% | $4,662+148.6% |
| Participant deferral / active EE | $7,204 | $5,733+25.6% | $5,055+42.5% | $6,690+7.7% |
| Admin fee / account holder | $1,130 | $13,356-91.5% | $9,462-88.1% | $13,392-91.6% |