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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 | $199,109-55.0% | $173,730-48.4% | $154,746-42.1% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 13.65% | 20.02%-6.4pp | 19.96%-6.3pp | 172.34%-158.7pp |
| Employer contribution / active EE | $3,106 | $5,311-41.5% | $4,577-32.1% | $4,379-29.1% |
| Participant deferral / active EE | $9,757 | $7,113+37.2% | $6,326+54.2% | $6,730+45.0% |
| Admin fee / account holder | $604 | $20,916-97.1% | $17,523-96.6% | $14,365-95.8% |