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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 | $86,667 | $167,415-48.2% | $140,514-38.3% | $198,609-56.4% |
| Participation rate | 100.0% | 80.9%+19.1pp | 77.8%+22.2pp | 82.4%+17.6pp |
| Annual return | 18.91% | 13.85%+5.1pp | 14.36%+4.6pp | 202.70%-183.8pp |
| Employer contribution / active EE | $4,352 | $4,088+6.5% | $3,378+28.8% | $5,055-13.9% |
| Participant deferral / active EE | $15,585 | $5,579+179.4% | $4,919+216.9% | $6,977+123.4% |
| Admin fee / account holder | $12,359 | $16,730-26.1% | $13,697-9.8% | $19,030-35.1% |