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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 | $201,372-58.5% | $184,260-54.6% | $145,884-42.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 14.66% | 29.04%-14.4pp | 28.84%-14.2pp | 551.85%-537.2pp |
| Employer contribution / active EE | $3,762 | $7,024-46.4% | $6,427-41.5% | $4,662-19.3% |
| Participant deferral / active EE | $10,405 | $9,808+6.1% | $9,133+13.9% | $6,690+55.5% |
| Admin fee / account holder | $470 | $16,362-97.1% | $13,898-96.6% | $13,392-96.5% |