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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 | $80,097 | $184,014-56.5% | $161,149-50.3% | $138,895-42.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 14.45% | 21.52%-7.1pp | 21.16%-6.7pp | 145.39%-130.9pp |
| Employer contribution / active EE | $2,468 | $5,055-51.2% | $4,360-43.4% | $4,194-41.2% |
| Participant deferral / active EE | $5,987 | $6,909-13.3% | $6,153-2.7% | $6,396-6.4% |
| Admin fee / account holder | $1,299 | $18,027-92.8% | $15,194-91.5% | $12,562-89.7% |