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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 | $119,528 | $199,109-40.0% | $173,730-31.2% | $154,746-22.8% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 12.93% | 20.02%-7.1pp | 19.96%-7.0pp | 172.34%-159.4pp |
| Employer contribution / active EE | $1,523 | $5,311-71.3% | $4,577-66.7% | $4,379-65.2% |
| Participant deferral / active EE | $2,244 | $7,113-68.5% | $6,326-64.5% | $6,730-66.7% |
| Admin fee / account holder | $692 | $20,916-96.7% | $17,523-96.1% | $14,365-95.2% |