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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 | $77,796 | $201,370-61.4% | $184,256-57.8% | $145,897-46.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 29.55% | 29.05%+0.5pp | 28.85%+0.7pp | 552.29%-522.7pp |
| Employer contribution / active EE | $4,875 | $7,024-30.6% | $6,427-24.1% | $4,663+4.6% |
| Participant deferral / active EE | $12,462 | $9,808+27.1% | $9,133+36.4% | $6,689+86.3% |
| Admin fee / account holder | $2,909 | $16,364-82.2% | $13,899-79.1% | $13,390-78.3% |