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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 | $89,262 | $141,001-36.7% | $112,228-20.5% | $139,487-36.0% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 30.98% | 32.75%-1.8pp | 30.23%+0.7pp | 373.84%-342.9pp |
| Employer contribution / active EE | $19,117 | $4,285+346.1% | $3,432+457.1% | $4,755+302.1% |
| Participant deferral / active EE | $14,133 | $5,877+140.5% | $4,800+194.4% | $6,713+110.5% |
| Admin fee / account holder | $2,137 | $9,959-78.5% | $7,752-72.4% | $11,407-81.3% |