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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 | $100,760 | $102,245-1.5% | $89,340+12.8% | $137,256-26.6% |
| Participation rate | 100.0% | 74.9%+25.1pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 22.71% | 21.89%+0.8pp | 20.57%+2.1pp | 220.34%-197.6pp |
| Employer contribution / active EE | $5,106 | $2,529+101.9% | $2,231+128.8% | $4,156+22.9% |
| Participant deferral / active EE | $0 | $4,436-100.0% | $3,823-100.0% | $6,407-100.0% |
| Admin fee / account holder | $892 | $8,085-89.0% | $6,704-86.7% | $12,270-92.7% |