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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 | $48,256 | $183,516-73.7% | $155,534-69.0% | $145,884-66.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.91% | 61.43%-49.5pp | 64.92%-53.0pp | 551.85%-539.9pp |
| Employer contribution / active EE | $4,093 | $5,315-23.0% | $4,675-12.4% | $4,662-12.2% |
| Participant deferral / active EE | $8,908 | $6,467+37.8% | $5,630+58.2% | $6,690+33.2% |
| Admin fee / account holder | $366 | $19,293-98.1% | $15,900-97.7% | $13,392-97.3% |