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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 | $39,193 | $184,014-78.7% | $161,149-75.7% | $138,895-71.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 26.27% | 21.52%+4.7pp | 21.16%+5.1pp | 145.39%-119.1pp |
| Employer contribution / active EE | $1,785 | $5,055-64.7% | $4,360-59.1% | $4,194-57.4% |
| Participant deferral / active EE | $9,610 | $6,909+39.1% | $6,153+56.2% | $6,396+50.2% |
| Admin fee / account holder | $408 | $18,027-97.7% | $15,194-97.3% | $12,562-96.8% |