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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 | $76,675 | $111,814-31.4% | $103,378-25.8% | $145,978-47.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 14.72% | 24.80%-10.1pp | 24.91%-10.2pp | 550.52%-535.8pp |
| Employer contribution / active EE | $5,245 | $4,215+24.4% | $3,870+35.5% | $4,662+12.5% |
| Participant deferral / active EE | $9,766 | $5,618+73.8% | $5,058+93.1% | $6,690+46.0% |
| Admin fee / account holder | $740 | $9,764-92.4% | $8,401-91.2% | $13,400-94.5% |