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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 | $210,510-67.8% | $153,500-55.8% | $145,877-53.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 15.42% | 13.45%+2.0pp | 15.70%-0.3pp | 551.28%-535.9pp |
| Employer contribution / active EE | $6,903 | $6,052+14.1% | $5,039+37.0% | $4,663+48.0% |
| Participant deferral / active EE | $5,665 | $7,974-29.0% | $6,756-16.1% | $6,691-15.3% |
| Admin fee / account holder | $1,059 | $19,455-94.6% | $12,736-91.7% | $13,402-92.1% |