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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 | $91,123 | $163,687-44.3% | $108,745-16.2% | $273,972-66.7% |
| Participation rate | 100.0% | 82.3%+17.7pp | 77.7%+22.3pp | 83.0%+17.0pp |
| Annual return | 5.32% | 31.16%-25.8pp | 46.22%-40.9pp | 41.46%-36.1pp |
| Employer contribution / active EE | $21,030 | $4,711+346.4% | $3,323+532.8% | $4,869+331.9% |
| Participant deferral / active EE | $17,911 | $7,155+150.3% | $5,121+249.7% | $5,287+238.8% |
| Admin fee / account holder | $634 | $12,890-95.1% | $6,144-89.7% | $10,133-93.7% |