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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 | $85,465 | $176,786-51.7% | $146,643-41.7% | $167,536-49.0% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 25.89% | 24.04%+1.9pp | 22.75%+3.1pp | 478.82%-452.9pp |
| Employer contribution / active EE | $13,050 | $5,161+152.9% | $4,137+215.5% | $4,839+169.7% |
| Participant deferral / active EE | $5,025 | $6,440-22.0% | $5,506-8.7% | $6,342-20.8% |
| Admin fee / account holder | $430 | $13,262-96.8% | $10,280-95.8% | $12,315-96.5% |