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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 | $19,789 | $103,164-80.8% | $90,259-78.1% | $154,746-87.2% |
| Participation rate | 100.0% | 76.1%+23.9pp | 70.7%+29.3pp | 80.7%+19.3pp |
| Annual return | 20.60% | 19.25%+1.3pp | 18.88%+1.7pp | 172.34%-151.7pp |
| Employer contribution / active EE | $3,306 | $2,532+30.6% | $2,291+44.3% | $4,379-24.5% |
| Participant deferral / active EE | $4,132 | $4,422-6.6% | $3,827+8.0% | $6,730-38.6% |
| Admin fee / account holder | $332 | $8,593-96.1% | $7,267-95.4% | $14,365-97.7% |