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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 | $123,080 | $254,759-51.7% | $216,567-43.2% | $198,609-38.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 19.19% | 10.04%+9.1pp | 12.94%+6.2pp | 202.70%-183.5pp |
| Employer contribution / active EE | $4,507 | $6,096-26.1% | $5,216-13.6% | $5,055-10.9% |
| Participant deferral / active EE | $8,608 | $6,948+23.9% | $6,191+39.1% | $6,977+23.4% |
| Admin fee / account holder | $321 | $26,311-98.8% | $21,981-98.5% | $19,030-98.3% |