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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 | $63,708 | $103,164-38.2% | $90,259-29.4% | $154,746-58.8% |
| Participation rate | 100.0% | 76.1%+23.9pp | 70.7%+29.3pp | 80.7%+19.3pp |
| Annual return | 19.20% | 19.25%-0.1pp | 18.88%+0.3pp | 172.34%-153.1pp |
| Employer contribution / active EE | $1,676 | $2,532-33.8% | $2,291-26.8% | $4,379-61.7% |
| Participant deferral / active EE | $16,092 | $4,422+263.9% | $3,827+320.5% | $6,730+139.1% |
| Admin fee / account holder | $1,668 | $8,593-80.6% | $7,267-77.1% | $14,365-88.4% |