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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 | $36,269 | $201,344-82.0% | $184,243-80.3% | $145,877-75.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 16.23% | 29.01%-12.8pp | 28.82%-12.6pp | 551.28%-535.1pp |
| Employer contribution / active EE | $4,471 | $7,022-36.3% | $6,427-30.4% | $4,663-4.1% |
| Participant deferral / active EE | $12,902 | $9,807+31.6% | $9,132+41.3% | $6,691+92.8% |
| Admin fee / account holder | $2,221 | $16,382-86.4% | $13,914-84.0% | $13,402-83.4% |