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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 | $44,639 | $136,860-67.4% | $120,344-62.9% | $154,746-71.2% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 21.15% | 21.38%-0.2pp | 20.30%+0.8pp | 172.34%-151.2pp |
| Employer contribution / active EE | $5,529 | $3,533+56.5% | $3,020+83.1% | $4,379+26.3% |
| Participant deferral / active EE | $8,209 | $5,793+41.7% | $5,135+59.9% | $6,730+22.0% |
| Admin fee / account holder | $476 | $15,393-96.9% | $12,742-96.3% | $14,365-96.7% |