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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 | $94,805 | $201,372-52.9% | $184,260-48.5% | $145,884-35.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 21.96% | 29.04%-7.1pp | 28.84%-6.9pp | 551.85%-529.9pp |
| Employer contribution / active EE | $5,385 | $7,024-23.3% | $6,427-16.2% | $4,662+15.5% |
| Participant deferral / active EE | $18,896 | $9,808+92.7% | $9,133+106.9% | $6,690+182.5% |
| Admin fee / account holder | $489 | $16,362-97.0% | $13,898-96.5% | $13,392-96.3% |