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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 | $74,966 | $140,592-46.7% | $123,105-39.1% | $125,389-40.2% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | 36.88% | 16.80%+20.1pp | 13.22%+23.7pp | 282.24%-245.4pp |
| Employer contribution / active EE | $8,229 | $6,041+36.2% | $5,151+59.7% | $4,866+69.1% |
| Participant deferral / active EE | $7,451 | $6,980+6.8% | $6,229+19.6% | $5,352+39.2% |
| Admin fee / account holder | $2,252 | $11,198-79.9% | $9,014-75.0% | $9,541-76.4% |