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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 | $49,147 | $199,109-75.3% | $173,730-71.7% | $154,746-68.2% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 20.69% | 20.02%+0.7pp | 19.96%+0.7pp | 172.34%-151.6pp |
| Employer contribution / active EE | $5,160 | $5,311-2.9% | $4,577+12.7% | $4,379+17.8% |
| Participant deferral / active EE | $10,741 | $7,113+51.0% | $6,326+69.8% | $6,730+59.6% |
| Admin fee / account holder | $3,702 | $20,916-82.3% | $17,523-78.9% | $14,365-74.2% |