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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 | $76,420 | $201,372-62.1% | $184,260-58.5% | $145,884-47.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 15.05% | 29.04%-14.0pp | 28.84%-13.8pp | 551.85%-536.8pp |
| Employer contribution / active EE | $3,409 | $7,024-51.5% | $6,427-47.0% | $4,662-26.9% |
| Participant deferral / active EE | $17,204 | $9,808+75.4% | $9,133+88.4% | $6,690+157.2% |
| Admin fee / account holder | $3,258 | $16,362-80.1% | $13,898-76.6% | $13,392-75.7% |