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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 | $65,304 | $135,905-51.9% | $126,068-48.2% | $198,609-67.1% |
| Participation rate | 100.0% | 85.6%+14.4pp | 84.7%+15.3pp | 82.4%+17.6pp |
| Annual return | 11.32% | 14.07%-2.7pp | 15.01%-3.7pp | 202.70%-191.4pp |
| Employer contribution / active EE | $8,996 | $4,245+111.9% | $3,968+126.7% | $5,055+78.0% |
| Participant deferral / active EE | $7,838 | $8,523-8.0% | $8,214-4.6% | $6,977+12.3% |
| Admin fee / account holder | $4,689 | $21,036-77.7% | $18,264-74.3% | $19,030-75.4% |