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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 | $39,193 | $213,785-81.7% | $185,441-78.9% | $155,188-74.7% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 26.27% | 19.97%+6.3pp | 20.16%+6.1pp | 148.84%-122.6pp |
| Employer contribution / active EE | $1,785 | $5,393-66.9% | $4,672-61.8% | $4,248-58.0% |
| Participant deferral / active EE | $9,610 | $6,864+40.0% | $6,152+56.2% | $6,531+47.1% |
| Admin fee / account holder | $408 | $21,134-98.1% | $17,890-97.7% | $14,480-97.2% |