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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 | $51,676 | $126,661-59.2% | $113,397-54.4% | $138,895-62.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 28.82% | 25.05%+3.8pp | 23.20%+5.6pp | 145.39%-116.6pp |
| Employer contribution / active EE | $7,068 | $3,456+104.5% | $2,977+137.4% | $4,194+68.5% |
| Participant deferral / active EE | $13,581 | $5,693+138.6% | $5,076+167.5% | $6,396+112.3% |
| Admin fee / account holder | $13,857 | $14,549-4.8% | $11,957+15.9% | $12,562+10.3% |