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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 | $91,297 | $107,733-15.3% | $92,985-1.8% | $154,746-41.0% |
| Participation rate | 100.0% | 74.6%+25.4pp | 69.5%+30.5pp | 80.7%+19.3pp |
| Annual return | 25.45% | 30.39%-4.9pp | 27.99%-2.5pp | 172.34%-146.9pp |
| Employer contribution / active EE | $21,043 | $3,126+573.1% | $2,662+690.4% | $4,379+380.5% |
| Participant deferral / active EE | $19,417 | $5,053+284.3% | $4,377+343.6% | $6,730+188.5% |
| Admin fee / account holder | $681 | $11,369-94.0% | $9,463-92.8% | $14,365-95.3% |