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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 | $72,713 | $103,387-29.7% | $87,102-16.5% | $152,885-52.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 28.87% | 28.10%+0.8pp | 28.19%+0.7pp | 345.39%-316.5pp |
| Employer contribution / active EE | $10,012 | $3,221+210.9% | $2,521+297.1% | $4,763+110.2% |
| Participant deferral / active EE | $7,138 | $4,778+49.4% | $4,048+76.3% | $5,851+22.0% |
| Admin fee / account holder | $14,647 | $12,193+20.1% | $7,491+95.5% | $11,598+26.3% |