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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 | $80,894 | $184,014-56.0% | $161,149-49.8% | $138,895-41.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 19.19% | 21.52%-2.3pp | 21.16%-2.0pp | 145.39%-126.2pp |
| Employer contribution / active EE | $4,615 | $5,055-8.7% | $4,360+5.8% | $4,194+10.0% |
| Participant deferral / active EE | $8,158 | $6,909+18.1% | $6,153+32.6% | $6,396+27.5% |
| Admin fee / account holder | $9,317 | $18,027-48.3% | $15,194-38.7% | $12,562-25.8% |