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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 | $101,282 | $199,109-49.1% | $173,730-41.7% | $154,746-34.5% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 16.67% | 20.02%-3.4pp | 19.96%-3.3pp | 172.34%-155.7pp |
| Employer contribution / active EE | $2,562 | $5,311-51.8% | $4,577-44.0% | $4,379-41.5% |
| Participant deferral / active EE | $7,810 | $7,113+9.8% | $6,326+23.5% | $6,730+16.0% |
| Admin fee / account holder | $1,786 | $20,916-91.5% | $17,523-89.8% | $14,365-87.6% |