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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 | $113,785 | $213,785-46.8% | $185,441-38.6% | $155,188-26.7% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 8.39% | 19.97%-11.6pp | 20.16%-11.8pp | 148.84%-140.4pp |
| Employer contribution / active EE | $5,900 | $5,393+9.4% | $4,672+26.3% | $4,248+38.9% |
| Participant deferral / active EE | $24,342 | $6,864+254.6% | $6,152+295.7% | $6,531+272.7% |
| Admin fee / account holder | $753 | $21,134-96.4% | $17,890-95.8% | $14,480-94.8% |