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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 | $69,689 | $213,785-67.4% | $185,441-62.4% | $155,188-55.1% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 18.62% | 19.97%-1.3pp | 20.16%-1.5pp | 148.84%-130.2pp |
| Employer contribution / active EE | $17,508 | $5,393+224.6% | $4,672+274.7% | $4,248+312.2% |
| Participant deferral / active EE | $11,235 | $6,864+63.7% | $6,152+82.6% | $6,531+72.0% |
| Admin fee / account holder | $1,848 | $21,134-91.3% | $17,890-89.7% | $14,480-87.2% |