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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 | $135,477 | $201,259-32.7% | $184,200-26.5% | $145,959-7.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 10.06% | 28.98%-18.9pp | 28.80%-18.7pp | 561.95%-551.9pp |
| Employer contribution / active EE | $3,684 | $7,018-47.5% | $6,424-42.6% | $4,661-21.0% |
| Participant deferral / active EE | $18,300 | $9,806+86.6% | $9,132+100.4% | $6,689+173.6% |
| Admin fee / account holder | $876 | $16,372-94.7% | $13,907-93.7% | $13,398-93.5% |