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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 | $53,959 | $201,370-73.2% | $184,256-70.7% | $145,897-63.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.79% | 29.05%-15.3pp | 28.85%-15.1pp | 552.29%-538.5pp |
| Employer contribution / active EE | $2,297 | $7,024-67.3% | $6,427-64.3% | $4,663-50.7% |
| Participant deferral / active EE | $8,843 | $9,808-9.8% | $9,133-3.2% | $6,689+32.2% |
| Admin fee / account holder | $570 | $16,364-96.5% | $13,899-95.9% | $13,390-95.7% |