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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 | $83,810 | $201,372-58.4% | $184,260-54.5% | $145,884-42.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 19.88% | 29.04%-9.2pp | 28.84%-9.0pp | 551.85%-532.0pp |
| Employer contribution / active EE | $8,754 | $7,024+24.6% | $6,427+36.2% | $4,662+87.8% |
| Participant deferral / active EE | $17,443 | $9,808+77.9% | $9,133+91.0% | $6,690+160.7% |
| Admin fee / account holder | $9,522 | $16,362-41.8% | $13,898-31.5% | $13,392-28.9% |