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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 | $116,410 | $177,595-34.5% | $148,496-21.6% | $198,609-41.4% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 17.04% | 9.97%+7.1pp | 12.33%+4.7pp | 202.70%-185.7pp |
| Employer contribution / active EE | $1,734 | $4,098-57.7% | $3,497-50.4% | $5,055-65.7% |
| Participant deferral / active EE | $2,399 | $5,539-56.7% | $4,808-50.1% | $6,977-65.6% |
| Admin fee / account holder | $548 | $27,010-98.0% | $19,547-97.2% | $19,030-97.1% |