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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 | $55,827 | $138,312-59.6% | $122,979-54.6% | $155,188-64.0% |
| Participation rate | 100.0% | 80.2%+19.8pp | 77.2%+22.8pp | 80.8%+19.2pp |
| Annual return | 15.36% | 22.06%-6.7pp | 20.12%-4.8pp | 148.84%-133.5pp |
| Employer contribution / active EE | $9,639 | $3,530+173.0% | $3,062+214.8% | $4,248+126.9% |
| Participant deferral / active EE | $7,683 | $5,592+37.4% | $5,003+53.6% | $6,531+17.6% |
| Admin fee / account holder | $501 | $15,089-96.7% | $12,864-96.1% | $14,480-96.5% |