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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 | $103,164-2.3% | $90,259+11.6% | $154,746-34.9% |
| Participation rate | 100.0% | 76.1%+23.9pp | 70.7%+29.3pp | 80.7%+19.3pp |
| Annual return | 22.71% | 19.25%+3.5pp | 18.88%+3.8pp | 172.34%-149.6pp |
| Employer contribution / active EE | $5,106 | $2,532+101.7% | $2,291+122.9% | $4,379+16.6% |
| Participant deferral / active EE | $0 | $4,422-100.0% | $3,827-100.0% | $6,730-100.0% |
| Admin fee / account holder | $892 | $8,593-89.6% | $7,267-87.7% | $14,365-93.8% |