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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 | $83,573 | $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 | 16.25% | 29.01%-12.8pp | 28.82%-12.6pp | 551.28%-535.0pp |
| Employer contribution / active EE | $2,988 | $7,022-57.5% | $6,427-53.5% | $4,663-35.9% |
| Participant deferral / active EE | $10,167 | $9,807+3.7% | $9,132+11.3% | $6,691+52.0% |
| Admin fee / account holder | $817 | $16,382-95.0% | $13,914-94.1% | $13,402-93.9% |