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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 | $79,713 | $124,425-35.9% | $112,040-28.9% | $137,256-41.9% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 16.90% | 24.72%-7.8pp | 24.52%-7.6pp | 220.34%-203.4pp |
| Employer contribution / active EE | $12,594 | $3,411+269.2% | $2,954+326.3% | $4,156+203.0% |
| Participant deferral / active EE | $7,128 | $5,718+24.7% | $5,098+39.8% | $6,407+11.3% |
| Admin fee / account holder | $877 | $15,207-94.2% | $12,098-92.7% | $12,270-92.9% |