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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 | $55,578 | $199,109-72.1% | $173,730-68.0% | $154,746-64.1% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 20.93% | 20.02%+0.9pp | 19.96%+1.0pp | 172.34%-151.4pp |
| Employer contribution / active EE | $1,856 | $5,311-65.1% | $4,577-59.4% | $4,379-57.6% |
| Participant deferral / active EE | $11,940 | $7,113+67.9% | $6,326+88.7% | $6,730+77.4% |
| Admin fee / account holder | $753 | $20,916-96.4% | $17,523-95.7% | $14,365-94.8% |