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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 | $81,122 | $201,264-59.7% | $184,185-56.0% | $145,978-44.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 30.37% | 29.00%+1.4pp | 28.81%+1.6pp | 550.52%-520.1pp |
| Employer contribution / active EE | $2,383 | $7,021-66.1% | $6,426-62.9% | $4,662-48.9% |
| Participant deferral / active EE | $6,630 | $9,806-32.4% | $9,132-27.4% | $6,690-0.9% |
| Admin fee / account holder | $721 | $16,376-95.6% | $13,909-94.8% | $13,400-94.6% |