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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 | $90,524 | $124,425-27.2% | $112,040-19.2% | $137,256-34.0% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 16.50% | 24.72%-8.2pp | 24.52%-8.0pp | 220.34%-203.8pp |
| Employer contribution / active EE | $4,154 | $3,411+21.8% | $2,954+40.6% | $4,1560% |
| Participant deferral / active EE | $12,369 | $5,718+116.3% | $5,098+142.6% | $6,407+93.1% |
| Admin fee / account holder | $1,196 | $15,207-92.1% | $12,098-90.1% | $12,270-90.3% |