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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 | $61,272 | $199,109-69.2% | $173,730-64.7% | $154,746-60.4% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 18.03% | 20.02%-2.0pp | 19.96%-1.9pp | 172.34%-154.3pp |
| Employer contribution / active EE | $3,183 | $5,311-40.1% | $4,577-30.5% | $4,379-27.3% |
| Participant deferral / active EE | $4,236 | $7,113-40.4% | $6,326-33.0% | $6,730-37.1% |
| Admin fee / account holder | $651 | $20,916-96.9% | $17,523-96.3% | $14,365-95.5% |