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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 | $32,660 | $201,344-83.8% | $184,243-82.3% | $145,877-77.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 11.65% | 29.01%-17.4pp | 28.82%-17.2pp | 551.28%-539.6pp |
| Employer contribution / active EE | $2,784 | $7,022-60.4% | $6,427-56.7% | $4,663-40.3% |
| Participant deferral / active EE | $5,568 | $9,807-43.2% | $9,132-39.0% | $6,691-16.8% |
| Admin fee / account holder | $537 | $16,382-96.7% | $13,914-96.1% | $13,402-96.0% |