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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 | $75,200 | $254,759-70.5% | $216,567-65.3% | $198,609-62.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 9.68% | 10.04%-0.4pp | 12.94%-3.3pp | 202.70%-193.0pp |
| Employer contribution / active EE | $1,774 | $6,096-70.9% | $5,216-66.0% | $5,055-64.9% |
| Participant deferral / active EE | $3,949 | $6,948-43.2% | $6,191-36.2% | $6,977-43.4% |
| Admin fee / account holder | $984 | $26,311-96.3% | $21,981-95.5% | $19,030-94.8% |