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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 | $91,991 | $138,312-33.5% | $122,979-25.2% | $155,188-40.7% |
| Participation rate | 100.0% | 80.2%+19.8pp | 77.2%+22.8pp | 80.8%+19.2pp |
| Annual return | 22.80% | 22.06%+0.7pp | 20.12%+2.7pp | 148.84%-126.0pp |
| Employer contribution / active EE | $8,000 | $3,530+126.6% | $3,062+161.2% | $4,248+88.3% |
| Participant deferral / active EE | $22,992 | $5,592+311.1% | $5,003+359.6% | $6,531+252.0% |
| Admin fee / account holder | $1,762 | $15,089-88.3% | $12,864-86.3% | $14,480-87.8% |