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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 | $67,704 | $199,109-66.0% | $173,730-61.0% | $154,746-56.2% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 15.99% | 20.02%-4.0pp | 19.96%-4.0pp | 172.34%-156.3pp |
| Employer contribution / active EE | $10,110 | $5,311+90.4% | $4,577+120.9% | $4,379+130.9% |
| Participant deferral / active EE | $3,108 | $7,113-56.3% | $6,326-50.9% | $6,730-53.8% |
| Admin fee / account holder | $2,823 | $20,916-86.5% | $17,523-83.9% | $14,365-80.4% |