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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 | $91,382 | $185,141-50.6% | $153,416-40.4% | $155,188-41.1% |
| Participation rate | 100.0% | 79.9%+20.1pp | 74.3%+25.7pp | 80.8%+19.2pp |
| Annual return | 26.14% | 18.72%+7.4pp | 17.84%+8.3pp | 148.84%-122.7pp |
| Employer contribution / active EE | $2,477 | $4,489-44.8% | $3,764-34.2% | $4,248-41.7% |
| Participant deferral / active EE | $5,875 | $5,477+7.3% | $4,723+24.4% | $6,531-10.0% |
| Admin fee / account holder | $1,671 | $16,005-89.6% | $13,095-87.2% | $14,480-88.5% |