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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 | $106,915 | $177,156-39.6% | $147,027-27.3% | $154,746-30.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 19.35% | 21.94%-2.6pp | 20.23%-0.9pp | 172.34%-153.0pp |
| Employer contribution / active EE | $1,900 | $4,336-56.2% | $3,626-47.6% | $4,379-56.6% |
| Participant deferral / active EE | $2,801 | $5,797-51.7% | $4,933-43.2% | $6,730-58.4% |
| Admin fee / account holder | $854 | $14,904-94.3% | $12,223-93.0% | $14,365-94.1% |