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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 | $91,635 | $239,571-61.8% | $183,328-50.0% | $137,256-33.2% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 80.0%+20.0pp |
| Annual return | 13.82% | 35.69%-21.9pp | 29.67%-15.8pp | 220.34%-206.5pp |
| Employer contribution / active EE | $4,076 | $6,148-33.7% | $5,055-19.4% | $4,156-1.9% |
| Participant deferral / active EE | $12,148 | $7,995+51.9% | $6,795+78.8% | $6,407+89.6% |
| Admin fee / account holder | $503 | $30,059-98.3% | $21,427-97.7% | $12,270-95.9% |