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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 | $64,520 | $177,595-63.7% | $148,496-56.6% | $198,609-67.5% |
| Participation rate | 94.1% | 79.3%+14.9pp | 76.0%+18.1pp | 82.4%+11.7pp |
| Annual return | 9.94% | 9.97%0pp | 12.33%-2.4pp | 202.70%-192.8pp |
| Employer contribution / active EE | $1,787 | $4,098-56.4% | $3,497-48.9% | $5,055-64.7% |
| Participant deferral / active EE | $2,568 | $5,539-53.6% | $4,808-46.6% | $6,977-63.2% |
| Admin fee / account holder | $574 | $27,010-97.9% | $19,547-97.1% | $19,030-97.0% |