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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 | $44,810 | $140,592-68.1% | $123,106-63.6% | $125,388-64.3% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | 17.25% | 16.80%+0.5pp | 13.22%+4.0pp | 282.24%-265.0pp |
| Employer contribution / active EE | $19,183 | $6,041+217.5% | $5,151+272.4% | $4,866+294.2% |
| Participant deferral / active EE | $17,481 | $6,980+150.4% | $6,229+180.6% | $5,352+226.7% |
| Admin fee / account holder | $2,722 | $11,198-75.7% | $9,015-69.8% | $9,541-71.5% |