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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 | $86,167 | $102,245-15.7% | $89,340-3.6% | $137,256-37.2% |
| Participation rate | 100.0% | 74.9%+25.1pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 19.69% | 21.89%-2.2pp | 20.57%-0.9pp | 220.34%-200.7pp |
| Employer contribution / active EE | $4,507 | $2,529+78.2% | $2,231+102.0% | $4,156+8.4% |
| Participant deferral / active EE | $22,926 | $4,436+416.8% | $3,823+499.7% | $6,407+257.8% |
| Admin fee / account holder | $485 | $8,085-94.0% | $6,704-92.8% | $12,270-96.1% |