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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 | $45,205 | $201,370-77.6% | $184,256-75.5% | $145,897-69.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 19.59% | 29.05%-9.5pp | 28.85%-9.3pp | 552.29%-532.7pp |
| Employer contribution / active EE | $3,785 | $7,024-46.1% | $6,427-41.1% | $4,663-18.8% |
| Participant deferral / active EE | $11,121 | $9,808+13.4% | $9,133+21.8% | $6,689+66.2% |
| Admin fee / account holder | $1,778 | $16,364-89.1% | $13,899-87.2% | $13,390-86.7% |