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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 | $47,487 | $177,156-73.2% | $147,027-67.7% | $154,746-69.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 20.23% | 21.94%-1.7pp | 20.23%0pp | 172.34%-152.1pp |
| Employer contribution / active EE | $1,386 | $4,336-68.1% | $3,626-61.8% | $4,379-68.4% |
| Participant deferral / active EE | $9,664 | $5,797+66.7% | $4,933+95.9% | $6,730+43.6% |
| Admin fee / account holder | $424 | $14,904-97.2% | $12,223-96.5% | $14,365-97.0% |