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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 | $80,186 | $199,109-59.7% | $173,730-53.8% | $154,746-48.2% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 14.24% | 20.02%-5.8pp | 19.96%-5.7pp | 172.34%-158.1pp |
| Employer contribution / active EE | $8,221 | $5,311+54.8% | $4,577+79.6% | $4,379+87.7% |
| Participant deferral / active EE | $6,100 | $7,113-14.2% | $6,326-3.6% | $6,730-9.4% |
| Admin fee / account holder | $4,584 | $20,916-78.1% | $17,523-73.8% | $14,365-68.1% |