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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 | $59,452 | $201,370-70.5% | $184,256-67.7% | $145,897-59.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 11.94% | 29.05%-17.1pp | 28.85%-16.9pp | 552.29%-540.4pp |
| Employer contribution / active EE | $4,865 | $7,024-30.7% | $6,427-24.3% | $4,663+4.3% |
| Participant deferral / active EE | $12,600 | $9,808+28.5% | $9,133+38.0% | $6,689+88.4% |
| Admin fee / account holder | $606 | $16,364-96.3% | $13,899-95.6% | $13,390-95.5% |