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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 | $135,477 | $201,370-32.7% | $184,256-26.5% | $145,897-7.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 10.06% | 29.05%-19.0pp | 28.85%-18.8pp | 552.29%-542.2pp |
| Employer contribution / active EE | $3,684 | $7,024-47.5% | $6,427-42.7% | $4,663-21.0% |
| Participant deferral / active EE | $18,300 | $9,808+86.6% | $9,133+100.4% | $6,689+173.6% |
| Admin fee / account holder | $876 | $16,364-94.6% | $13,899-93.7% | $13,390-93.5% |