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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 | $45,963 | $199,109-76.9% | $173,730-73.5% | $154,746-70.3% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 13.68% | 20.02%-6.3pp | 19.96%-6.3pp | 172.34%-158.7pp |
| Employer contribution / active EE | $9,213 | $5,311+73.5% | $4,577+101.3% | $4,379+110.4% |
| Participant deferral / active EE | $5,066 | $7,113-28.8% | $6,326-19.9% | $6,730-24.7% |
| Admin fee / account holder | $443 | $20,916-97.9% | $17,523-97.5% | $14,365-96.9% |