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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 | $109,870 | $210,991-47.9% | $153,741-28.5% | $145,897-24.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 15.47% | 13.46%+2.0pp | 15.71%-0.2pp | 552.29%-536.8pp |
| Employer contribution / active EE | $2,603 | $6,057-57.0% | $5,042-48.4% | $4,663-44.2% |
| Participant deferral / active EE | $8,576 | $7,979+7.5% | $6,757+26.9% | $6,689+28.2% |
| Admin fee / account holder | $2,101 | $19,490-89.2% | $12,749-83.5% | $13,390-84.3% |