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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 | $43,539 | $201,370-78.4% | $184,256-76.4% | $145,897-70.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 11.83% | 29.05%-17.2pp | 28.85%-17.0pp | 552.29%-540.5pp |
| Employer contribution / active EE | $4,888 | $7,024-30.4% | $6,427-24.0% | $4,663+4.8% |
| Participant deferral / active EE | $8,624 | $9,808-12.1% | $9,133-5.6% | $6,689+28.9% |
| Admin fee / account holder | $723 | $16,364-95.6% | $13,899-94.8% | $13,390-94.6% |