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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 | $83,563 | $201,344-58.5% | $184,243-54.6% | $145,877-42.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 14.66% | 29.01%-14.3pp | 28.82%-14.2pp | 551.28%-536.6pp |
| Employer contribution / active EE | $3,762 | $7,022-46.4% | $6,427-41.5% | $4,663-19.3% |
| Participant deferral / active EE | $10,405 | $9,807+6.1% | $9,132+13.9% | $6,691+55.5% |
| Admin fee / account holder | $470 | $16,382-97.1% | $13,914-96.6% | $13,402-96.5% |