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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 | $93,053 | $123,898-24.9% | $116,538-20.2% | $155,188-40.0% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.8%+19.2pp |
| Annual return | 29.31% | 16.04%+13.3pp | 17.97%+11.3pp | 148.84%-119.5pp |
| Employer contribution / active EE | $19,579 | $4,739+313.1% | $4,541+331.1% | $4,248+360.9% |
| Participant deferral / active EE | $19,579 | $6,400+205.9% | $6,207+215.4% | $6,531+199.8% |
| Admin fee / account holder | $6,401 | $9,174-30.2% | $8,737-26.7% | $14,480-55.8% |