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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 | $91,275 | $118,496-23.0% | $98,461-7.3% | $139,466-34.6% |
| Participation rate | 100.0% | 77.5%+22.5pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 21.58% | 18.96%+2.6pp | 21.17%+0.4pp | 373.66%-352.1pp |
| Employer contribution / active EE | $15,339 | $3,611+324.9% | $3,049+403.2% | $4,754+222.7% |
| Participant deferral / active EE | $13,783 | $5,393+155.6% | $4,738+190.9% | $6,712+105.3% |
| Admin fee / account holder | $1,214 | $14,056-91.4% | $8,961-86.5% | $11,409-89.4% |