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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 | $74,760 | $167,533-55.4% | $151,645-50.7% | $134,545-44.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | 34.00% | 7.81%+26.2pp | 3.34%+30.7pp | 418.37%-384.4pp |
| Employer contribution / active EE | $5,287 | $6,828-22.6% | $6,165-14.3% | $4,742+11.5% |
| Participant deferral / active EE | $15,329 | $8,985+70.6% | $8,363+83.3% | $6,401+139.5% |
| Admin fee / account holder | $16,174 | $13,781+17.4% | $11,614+39.3% | $11,431+41.5% |