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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 | $199,109-77.2% | $173,730-73.9% | $154,746-70.7% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 16.18% | 20.02%-3.8pp | 19.96%-3.8pp | 172.34%-156.2pp |
| Employer contribution / active EE | $4,769 | $5,311-10.2% | $4,577+4.2% | $4,379+8.9% |
| Participant deferral / active EE | $0 | $7,113-100.0% | $6,326-100.0% | $6,730-100.0% |
| Admin fee / account holder | $547 | $20,916-97.4% | $17,523-96.9% | $14,365-96.2% |