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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 | $114,102 | $254,759-55.2% | $216,567-47.3% | $198,609-42.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 15.37% | 10.04%+5.3pp | 12.94%+2.4pp | 202.70%-187.3pp |
| Employer contribution / active EE | $4,743 | $6,096-22.2% | $5,216-9.1% | $5,055-6.2% |
| Participant deferral / active EE | $12,182 | $6,948+75.3% | $6,191+96.8% | $6,977+74.6% |
| Admin fee / account holder | $3,244 | $26,311-87.7% | $21,981-85.2% | $19,030-83.0% |