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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 | $70,547 | $184,014-61.7% | $161,149-56.2% | $138,895-49.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 15.01% | 21.52%-6.5pp | 21.16%-6.2pp | 145.39%-130.4pp |
| Employer contribution / active EE | $1,259 | $5,055-75.1% | $4,360-71.1% | $4,194-70.0% |
| Participant deferral / active EE | $9,023 | $6,909+30.6% | $6,153+46.6% | $6,396+41.1% |
| Admin fee / account holder | $768 | $18,027-95.7% | $15,194-94.9% | $12,562-93.9% |