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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 | $85,374 | $254,759-66.5% | $216,567-60.6% | $198,609-57.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 33.11% | 10.04%+23.1pp | 12.94%+20.2pp | 202.70%-169.6pp |
| Employer contribution / active EE | $2,086 | $6,096-65.8% | $5,216-60.0% | $5,055-58.7% |
| Participant deferral / active EE | $28,188 | $6,948+305.7% | $6,191+355.3% | $6,977+304.0% |
| Admin fee / account holder | $669 | $26,311-97.5% | $21,981-97.0% | $19,030-96.5% |