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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 | $106,588-14.3% | $94,215-3.1% | $155,188-41.2% |
| Participation rate | 100.0% | 74.3%+25.7pp | 70.0%+30.0pp | 80.8%+19.2pp |
| Annual return | 25.45% | 29.39%-3.9pp | 28.22%-2.8pp | 148.84%-123.4pp |
| Employer contribution / active EE | $21,043 | $3,080+583.3% | $2,675+686.6% | $4,248+395.4% |
| Participant deferral / active EE | $19,417 | $4,802+304.3% | $4,276+354.1% | $6,531+197.3% |
| Admin fee / account holder | $681 | $12,281-94.5% | $10,216-93.3% | $14,480-95.3% |