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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 | $31,968 | $184,014-82.6% | $161,149-80.2% | $138,895-77.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 14.15% | 21.52%-7.4pp | 21.16%-7.0pp | 145.39%-131.2pp |
| Employer contribution / active EE | $2,623 | $5,055-48.1% | $4,360-39.8% | $4,194-37.5% |
| Participant deferral / active EE | $9,112 | $6,909+31.9% | $6,153+48.1% | $6,396+42.5% |
| Admin fee / account holder | $2,603 | $18,027-85.6% | $15,194-82.9% | $12,562-79.3% |