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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 | $111,435 | $201,372-44.7% | $184,260-39.5% | $145,884-23.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 17.86% | 29.04%-11.2pp | 28.84%-11.0pp | 551.85%-534.0pp |
| Employer contribution / active EE | $2,387 | $7,024-66.0% | $6,427-62.9% | $4,662-48.8% |
| Participant deferral / active EE | $12,950 | $9,808+32.0% | $9,133+41.8% | $6,690+93.6% |
| Admin fee / account holder | $439 | $16,362-97.3% | $13,898-96.8% | $13,392-96.7% |