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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 | $78,448 | $213,785-63.3% | $185,441-57.7% | $155,188-49.4% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 19.84% | 19.97%-0.1pp | 20.16%-0.3pp | 148.84%-129.0pp |
| Employer contribution / active EE | $1,650 | $5,393-69.4% | $4,672-64.7% | $4,248-61.1% |
| Participant deferral / active EE | $6,997 | $6,864+1.9% | $6,152+13.7% | $6,531+7.1% |
| Admin fee / account holder | $795 | $21,134-96.2% | $17,890-95.6% | $14,480-94.5% |