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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 | $92,311 | $199,109-53.6% | $173,730-46.9% | $154,746-40.3% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 18.85% | 20.02%-1.2pp | 19.96%-1.1pp | 172.34%-153.5pp |
| Employer contribution / active EE | $13,363 | $5,311+151.6% | $4,577+191.9% | $4,379+205.2% |
| Participant deferral / active EE | $9,903 | $7,113+39.2% | $6,326+56.5% | $6,730+47.1% |
| Admin fee / account holder | $3,937 | $20,916-81.2% | $17,523-77.5% | $14,365-72.6% |