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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 | $79,827 | $254,759-68.7% | $216,567-63.1% | $198,609-59.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 12.57% | 10.04%+2.5pp | 12.94%-0.4pp | 202.70%-190.1pp |
| Employer contribution / active EE | $1,900 | $6,096-68.8% | $5,216-63.6% | $5,055-62.4% |
| Participant deferral / active EE | $7,621 | $6,948+9.7% | $6,191+23.1% | $6,977+9.2% |
| Admin fee / account holder | $711 | $26,311-97.3% | $21,981-96.8% | $19,030-96.3% |