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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 | $69,203 | $185,312-62.7% | $161,489-57.1% | $154,746-55.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 12.44% | 103.84%-91.4pp | 89.72%-77.3pp | 172.34%-159.9pp |
| Employer contribution / active EE | $1,854 | $4,769-61.1% | $4,268-56.6% | $4,379-57.7% |
| Participant deferral / active EE | $5,391 | $6,350-15.1% | $5,630-4.2% | $6,730-19.9% |
| Admin fee / account holder | $2,240 | $18,654-88.0% | $16,006-86.0% | $14,365-84.4% |