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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 | $213,785-71.3% | $185,441-67.0% | $155,188-60.5% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 18.03% | 19.97%-1.9pp | 20.16%-2.1pp | 148.84%-130.8pp |
| Employer contribution / active EE | $3,183 | $5,393-41.0% | $4,672-31.9% | $4,248-25.1% |
| Participant deferral / active EE | $4,236 | $6,864-38.3% | $6,152-31.1% | $6,531-35.1% |
| Admin fee / account holder | $651 | $21,134-96.9% | $17,890-96.4% | $14,480-95.5% |