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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 | $32,051 | $199,109-83.9% | $173,730-81.6% | $154,746-79.3% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 19.29% | 20.02%-0.7pp | 19.96%-0.7pp | 172.34%-153.1pp |
| Employer contribution / active EE | $3,464 | $5,311-34.8% | $4,577-24.3% | $4,379-20.9% |
| Participant deferral / active EE | $8,691 | $7,113+22.2% | $6,326+37.4% | $6,730+29.1% |
| Admin fee / account holder | $939 | $20,916-95.5% | $17,523-94.6% | $14,365-93.5% |