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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 | $199,109-57.1% | $173,730-50.9% | $154,746-44.8% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 33.11% | 20.02%+13.1pp | 19.96%+13.2pp | 172.34%-139.2pp |
| Employer contribution / active EE | $2,086 | $5,311-60.7% | $4,577-54.4% | $4,379-52.4% |
| Participant deferral / active EE | $28,188 | $7,113+296.3% | $6,326+345.6% | $6,730+318.8% |
| Admin fee / account holder | $669 | $20,916-96.8% | $17,523-96.2% | $14,365-95.3% |