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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 | $31,122 | $99,635-68.8% | $99,460-68.7% | $198,609-84.3% |
| Participation rate | 95.5% | 81.4%+14.1pp | 78.6%+16.9pp | 82.4%+13.1pp |
| Annual return | 25.12% | 11.15%+14.0pp | 11.98%+13.1pp | 202.70%-177.6pp |
| Employer contribution / active EE | $2,351 | $6,694-64.9% | $6,049-61.1% | $5,055-53.5% |
| Participant deferral / active EE | $4,583 | $6,766-32.3% | $5,995-23.6% | $6,977-34.3% |
| Admin fee / account holder | $514 | $22,915-97.8% | $18,725-97.3% | $19,030-97.3% |