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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 | $85,125 | $123,478-31.1% | $216,567-60.7% | $94,015-9.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 81.6%+18.4pp | 70.8%+29.2pp |
| Annual return | 22.50% | 23.61%-1.1pp | 12.94%+9.6pp | 17.84%+4.7pp |
| Employer contribution / active EE | $3,319 | $3,136+5.8% | $5,216-36.4% | $2,790+18.9% |
| Participant deferral / active EE | $10,199 | $4,556+123.9% | $6,191+64.7% | $4,249+140.0% |
| Admin fee / account holder | $738 | $12,753-94.2% | $21,981-96.6% | $8,951-91.8% |