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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 | $201,344-61.4% | $184,243-57.8% | $145,877-46.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 29.55% | 29.01%+0.5pp | 28.82%+0.7pp | 551.28%-521.7pp |
| Employer contribution / active EE | $4,875 | $7,022-30.6% | $6,427-24.1% | $4,663+4.6% |
| Participant deferral / active EE | $12,462 | $9,807+27.1% | $9,132+36.5% | $6,691+86.3% |
| Admin fee / account holder | $2,909 | $16,382-82.2% | $13,914-79.1% | $13,402-78.3% |