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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 | $78,309 | $152,460-48.6% | $118,746-34.1% | $147,586-46.9% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.3%+21.7pp | 82.8%+17.2pp |
| Annual return | 21.10% | 17.41%+3.7pp | 24.54%-3.4pp | 578.59%-557.5pp |
| Employer contribution / active EE | $3,368 | $5,046-33.3% | $4,193-19.7% | $4,876-30.9% |
| Participant deferral / active EE | $18,090 | $6,212+191.2% | $5,332+239.2% | $5,439+232.6% |
| Admin fee / account holder | $10,582 | $16,953-37.6% | $10,720-1.3% | $10,886-2.8% |