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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 | $45,345 | $184,014-75.4% | $161,149-71.9% | $138,895-67.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 16.18% | 21.52%-5.3pp | 21.16%-5.0pp | 145.39%-129.2pp |
| Employer contribution / active EE | $4,769 | $5,055-5.7% | $4,360+9.4% | $4,194+13.7% |
| Participant deferral / active EE | $0 | $6,909-100.0% | $6,153-100.0% | $6,396-100.0% |
| Admin fee / account holder | $547 | $18,027-97.0% | $15,194-96.4% | $12,562-95.6% |