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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 | $31,754 | $201,259-84.2% | $184,200-82.8% | $145,959-78.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 15.26% | 28.98%-13.7pp | 28.80%-13.5pp | 561.95%-546.7pp |
| Employer contribution / active EE | $10,457 | $7,018+49.0% | $6,424+62.8% | $4,661+124.4% |
| Participant deferral / active EE | $7,443 | $9,806-24.1% | $9,132-18.5% | $6,689+11.3% |
| Admin fee / account holder | $5,967 | $16,372-63.6% | $13,907-57.1% | $13,398-55.5% |