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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 | $51,811 | $107,666-51.9% | $102,184-49.3% | $154,746-66.5% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 38.51% | 29.33%+9.2pp | 31.58%+6.9pp | 172.34%-133.8pp |
| Employer contribution / active EE | $9,402 | $3,846+144.4% | $3,594+161.6% | $4,379+114.7% |
| Participant deferral / active EE | $19,587 | $8,719+124.6% | $8,309+135.7% | $6,730+191.0% |
| Admin fee / account holder | $2,382 | $12,943-81.6% | $11,609-79.5% | $14,365-83.4% |