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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 | $35,946 | $213,785-83.2% | $185,441-80.6% | $155,188-76.8% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 19.98% | 19.97%0pp | 20.16%-0.2pp | 148.84%-128.9pp |
| Employer contribution / active EE | $5,665 | $5,393+5.0% | $4,672+21.2% | $4,248+33.4% |
| Participant deferral / active EE | $9,625 | $6,864+40.2% | $6,152+56.5% | $6,531+47.4% |
| Admin fee / account holder | $549 | $21,134-97.4% | $17,890-96.9% | $14,480-96.2% |