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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 | $111,986 | $184,014-39.1% | $161,149-30.5% | $138,895-19.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 11.24% | 21.52%-10.3pp | 21.16%-9.9pp | 145.39%-134.2pp |
| Employer contribution / active EE | $1,224 | $5,055-75.8% | $4,360-71.9% | $4,194-70.8% |
| Participant deferral / active EE | $5,225 | $6,909-24.4% | $6,153-15.1% | $6,396-18.3% |
| Admin fee / account holder | $1,287 | $18,027-92.9% | $15,194-91.5% | $12,562-89.8% |