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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 | $43,515 | $210,510-79.3% | $153,500-71.7% | $145,877-70.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 21.58% | 13.45%+8.1pp | 15.70%+5.9pp | 551.28%-529.7pp |
| Employer contribution / active EE | $6,488 | $6,052+7.2% | $5,039+28.7% | $4,663+39.1% |
| Participant deferral / active EE | $3,617 | $7,974-54.6% | $6,756-46.5% | $6,691-45.9% |
| Admin fee / account holder | $466 | $19,455-97.6% | $12,736-96.3% | $13,402-96.5% |