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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 | $44,093 | $199,109-77.9% | $173,730-74.6% | $154,746-71.5% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 11.25% | 20.02%-8.8pp | 19.96%-8.7pp | 172.34%-161.1pp |
| Employer contribution / active EE | $6,212 | $5,311+17.0% | $4,577+35.7% | $4,379+41.9% |
| Participant deferral / active EE | $4,346 | $7,113-38.9% | $6,326-31.3% | $6,730-35.4% |
| Admin fee / account holder | $14,470 | $20,916-30.8% | $17,523-17.4% | $14,365+0.7% |