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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 | $73,190 | $201,372-63.7% | $184,260-60.3% | $145,884-49.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 11.41% | 29.04%-17.6pp | 28.84%-17.4pp | 551.85%-540.4pp |
| Employer contribution / active EE | $8,781 | $7,024+25.0% | $6,427+36.6% | $4,662+88.3% |
| Participant deferral / active EE | $13,753 | $9,808+40.2% | $9,133+50.6% | $6,690+105.6% |
| Admin fee / account holder | $1,024 | $16,362-93.7% | $13,898-92.6% | $13,392-92.4% |