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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 | $81,277 | $254,759-68.1% | $216,567-62.5% | $198,609-59.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 19.42% | 10.04%+9.4pp | 12.94%+6.5pp | 202.70%-183.3pp |
| Employer contribution / active EE | $3,047 | $6,096-50.0% | $5,216-41.6% | $5,055-39.7% |
| Participant deferral / active EE | $8,195 | $6,948+17.9% | $6,191+32.4% | $6,977+17.5% |
| Admin fee / account holder | $986 | $26,311-96.3% | $21,981-95.5% | $19,030-94.8% |