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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 | $213,785-67.0% | $185,441-62.0% | $155,188-54.5% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 15.01% | 19.97%-5.0pp | 20.16%-5.2pp | 148.84%-133.8pp |
| Employer contribution / active EE | $1,259 | $5,393-76.7% | $4,672-73.1% | $4,248-70.4% |
| Participant deferral / active EE | $9,023 | $6,864+31.5% | $6,152+46.7% | $6,531+38.2% |
| Admin fee / account holder | $768 | $21,134-96.4% | $17,890-95.7% | $14,480-94.7% |