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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 | $108,314 | $201,372-46.2% | $184,260-41.2% | $145,884-25.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 28.35% | 29.04%-0.7pp | 28.84%-0.5pp | 551.85%-523.5pp |
| Employer contribution / active EE | $3,777 | $7,024-46.2% | $6,427-41.2% | $4,662-19.0% |
| Participant deferral / active EE | $20,333 | $9,808+107.3% | $9,133+122.6% | $6,690+204.0% |
| Admin fee / account holder | $2,564 | $16,362-84.3% | $13,898-81.5% | $13,392-80.9% |