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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 | $69,689 | $199,109-65.0% | $173,730-59.9% | $154,746-55.0% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 18.62% | 20.02%-1.4pp | 19.96%-1.3pp | 172.34%-153.7pp |
| Employer contribution / active EE | $17,508 | $5,311+229.6% | $4,577+282.5% | $4,379+299.8% |
| Participant deferral / active EE | $11,235 | $7,113+58.0% | $6,326+77.6% | $6,730+66.9% |
| Admin fee / account holder | $1,848 | $20,916-91.2% | $17,523-89.5% | $14,365-87.1% |