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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 | $110,339 | $199,109-44.6% | $173,730-36.5% | $154,746-28.7% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 18.67% | 20.02%-1.4pp | 19.96%-1.3pp | 172.34%-153.7pp |
| Employer contribution / active EE | $4,700 | $5,311-11.5% | $4,577+2.7% | $4,379+7.3% |
| Participant deferral / active EE | $19,077 | $7,113+168.2% | $6,326+201.5% | $6,730+183.4% |
| Admin fee / account holder | $5,331 | $20,916-74.5% | $17,523-69.6% | $14,365-62.9% |