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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 | $184,014-40.0% | $161,149-31.5% | $138,895-20.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 18.67% | 21.52%-2.9pp | 21.16%-2.5pp | 145.39%-126.7pp |
| Employer contribution / active EE | $4,700 | $5,055-7.0% | $4,360+7.8% | $4,194+12.1% |
| Participant deferral / active EE | $19,077 | $6,909+176.1% | $6,153+210.0% | $6,396+198.2% |
| Admin fee / account holder | $5,331 | $18,027-70.4% | $15,194-64.9% | $12,562-57.6% |