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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 | $126,661-27.4% | $113,397-18.9% | $138,895-33.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 22.80% | 25.05%-2.2pp | 23.20%-0.4pp | 145.39%-122.6pp |
| Employer contribution / active EE | $8,000 | $3,456+131.5% | $2,977+168.7% | $4,194+90.7% |
| Participant deferral / active EE | $22,992 | $5,693+303.9% | $5,076+352.9% | $6,396+259.5% |
| Admin fee / account holder | $1,762 | $14,549-87.9% | $11,957-85.3% | $12,562-86.0% |