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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 | $67,805 | $210,991-67.9% | $153,741-55.9% | $145,897-53.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 15.42% | 13.46%+2.0pp | 15.71%-0.3pp | 552.29%-536.9pp |
| Employer contribution / active EE | $6,903 | $6,057+14.0% | $5,042+36.9% | $4,663+48.0% |
| Participant deferral / active EE | $5,665 | $7,979-29.0% | $6,757-16.2% | $6,689-15.3% |
| Admin fee / account holder | $1,059 | $19,490-94.6% | $12,749-91.7% | $13,390-92.1% |