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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 | $68,730 | $167,415-58.9% | $140,514-51.1% | $198,609-65.4% |
| Participation rate | 100.0% | 80.9%+19.1pp | 77.8%+22.2pp | 82.4%+17.6pp |
| Annual return | 19.54% | 13.85%+5.7pp | 14.36%+5.2pp | 202.70%-183.2pp |
| Employer contribution / active EE | $7,113 | $4,088+74.0% | $3,378+110.5% | $5,055+40.7% |
| Participant deferral / active EE | $5,889 | $5,579+5.6% | $4,919+19.7% | $6,977-15.6% |
| Admin fee / account holder | $341 | $16,730-98.0% | $13,697-97.5% | $19,030-98.2% |