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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 | $66,535 | $199,109-66.6% | $173,730-61.7% | $154,746-57.0% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 17.37% | 20.02%-2.7pp | 19.96%-2.6pp | 172.34%-155.0pp |
| Employer contribution / active EE | $2,522 | $5,311-52.5% | $4,577-44.9% | $4,379-42.4% |
| Participant deferral / active EE | $7,822 | $7,113+10.0% | $6,326+23.6% | $6,730+16.2% |
| Admin fee / account holder | $642 | $20,916-96.9% | $17,523-96.3% | $14,365-95.5% |