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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 | $73,792 | $87,546-15.7% | $75,784-2.6% | $125,389-41.1% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | 11.60% | 13.49%-1.9pp | 9.68%+1.9pp | 282.24%-270.6pp |
| Employer contribution / active EE | $11,228 | $3,930+185.7% | $3,323+237.9% | $4,866+130.7% |
| Participant deferral / active EE | $5,349 | $4,230+26.5% | $3,652+46.5% | $5,3520% |
| Admin fee / account holder | $515 | $6,503-92.1% | $5,300-90.3% | $9,541-94.6% |