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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 | $48,458 | $213,785-77.3% | $185,441-73.9% | $155,188-68.8% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 18.80% | 19.97%-1.2pp | 20.16%-1.4pp | 148.84%-130.0pp |
| Employer contribution / active EE | $3,147 | $5,393-41.6% | $4,672-32.6% | $4,248-25.9% |
| Participant deferral / active EE | $8,500 | $6,864+23.8% | $6,152+38.2% | $6,531+30.1% |
| Admin fee / account holder | $699 | $21,134-96.7% | $17,890-96.1% | $14,480-95.2% |