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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 | $201,344-46.2% | $184,243-41.2% | $145,877-25.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 28.35% | 29.01%-0.7pp | 28.82%-0.5pp | 551.28%-522.9pp |
| Employer contribution / active EE | $3,777 | $7,022-46.2% | $6,427-41.2% | $4,663-19.0% |
| Participant deferral / active EE | $20,333 | $9,807+107.3% | $9,132+122.7% | $6,691+203.9% |
| Admin fee / account holder | $2,564 | $16,382-84.3% | $13,914-81.6% | $13,402-80.9% |