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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 | $55,536 | $199,109-72.1% | $173,730-68.0% | $154,746-64.1% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 12.58% | 20.02%-7.4pp | 19.96%-7.4pp | 172.34%-159.8pp |
| Employer contribution / active EE | $3,898 | $5,311-26.6% | $4,577-14.8% | $4,379-11.0% |
| Participant deferral / active EE | $7,183 | $7,113+1.0% | $6,326+13.5% | $6,730+6.7% |
| Admin fee / account holder | $5,183 | $20,916-75.2% | $17,523-70.4% | $14,365-63.9% |