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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 | $41,179 | $199,109-79.3% | $173,730-76.3% | $154,746-73.4% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 15.87% | 20.02%-4.2pp | 19.96%-4.1pp | 172.34%-156.5pp |
| Employer contribution / active EE | $2,807 | $5,311-47.2% | $4,577-38.7% | $4,379-35.9% |
| Participant deferral / active EE | $6,955 | $7,113-2.2% | $6,326+9.9% | $6,730+3.3% |
| Admin fee / account holder | $1,769 | $20,916-91.5% | $17,523-89.9% | $14,365-87.7% |