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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 | $87,538 | $201,259-56.5% | $184,200-52.5% | $145,959-40.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 11.70% | 28.98%-17.3pp | 28.80%-17.1pp | 561.95%-550.2pp |
| Employer contribution / active EE | $2,187 | $7,018-68.8% | $6,424-66.0% | $4,661-53.1% |
| Participant deferral / active EE | $21,517 | $9,806+119.4% | $9,132+135.6% | $6,689+221.7% |
| Admin fee / account holder | $656 | $16,372-96.0% | $13,907-95.3% | $13,398-95.1% |