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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 | $75,960 | $199,109-61.8% | $173,730-56.3% | $154,746-50.9% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 11.40% | 20.02%-8.6pp | 19.96%-8.6pp | 172.34%-160.9pp |
| Employer contribution / active EE | $1,979 | $5,311-62.7% | $4,577-56.8% | $4,379-54.8% |
| Participant deferral / active EE | $4,222 | $7,113-40.6% | $6,326-33.3% | $6,730-37.3% |
| Admin fee / account holder | $1,448 | $20,916-93.1% | $17,523-91.7% | $14,365-89.9% |