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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 | $89,664 | $254,759-64.8% | $216,567-58.6% | $198,609-54.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 13.65% | 10.04%+3.6pp | 12.94%+0.7pp | 202.70%-189.0pp |
| Employer contribution / active EE | $3,106 | $6,096-49.1% | $5,216-40.5% | $5,055-38.6% |
| Participant deferral / active EE | $9,757 | $6,948+40.4% | $6,191+57.6% | $6,977+39.8% |
| Admin fee / account holder | $604 | $26,311-97.7% | $21,981-97.3% | $19,030-96.8% |