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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 | $76,861 | $184,014-58.2% | $161,149-52.3% | $138,895-44.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 15.19% | 21.52%-6.3pp | 21.16%-6.0pp | 145.39%-130.2pp |
| Employer contribution / active EE | $5,228 | $5,055+3.4% | $4,360+19.9% | $4,194+24.6% |
| Participant deferral / active EE | $4,939 | $6,909-28.5% | $6,153-19.7% | $6,396-22.8% |
| Admin fee / account holder | $1,121 | $18,027-93.8% | $15,194-92.6% | $12,562-91.1% |