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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 | $124,931 | $199,109-37.3% | $173,730-28.1% | $154,746-19.3% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 14.23% | 20.02%-5.8pp | 19.96%-5.7pp | 172.34%-158.1pp |
| Employer contribution / active EE | $2,512 | $5,311-52.7% | $4,577-45.1% | $4,379-42.6% |
| Participant deferral / active EE | $5,207 | $7,113-26.8% | $6,326-17.7% | $6,730-22.6% |
| Admin fee / account holder | $1,884 | $20,916-91.0% | $17,523-89.3% | $14,365-86.9% |