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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 | $67,710 | $199,109-66.0% | $173,730-61.0% | $154,746-56.2% |
| Participation rate | 91.7% | 82.8%+8.9pp | 79.6%+12.1pp | 80.7%+11.0pp |
| Annual return | 16.07% | 20.02%-4.0pp | 19.96%-3.9pp | 172.34%-156.3pp |
| Employer contribution / active EE | $8,139 | $5,311+53.2% | $4,577+77.8% | $4,379+85.9% |
| Participant deferral / active EE | $0 | $7,113-100.0% | $6,326-100.0% | $6,730-100.0% |
| Admin fee / account holder | $1,388 | $20,916-93.4% | $17,523-92.1% | $14,365-90.3% |