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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 | $81,845 | $275,752-70.3% | $256,809-68.1% | $198,609-58.8% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 17.27% | 34.81%-17.5pp | 32.73%-15.5pp | 202.70%-185.4pp |
| Employer contribution / active EE | $3,710 | $7,721-52.0% | $7,263-48.9% | $5,055-26.6% |
| Participant deferral / active EE | $13,913 | $10,037+38.6% | $9,520+46.1% | $6,977+99.4% |
| Admin fee / account holder | $682 | $25,716-97.3% | $25,146-97.3% | $19,030-96.4% |