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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 | $55,838 | $76,551-27.1% | $123,894-54.9% | $62,881-11.2% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 31.97% | 18.68%+13.3pp | 47.52%-15.5pp | 20.14%+11.8pp |
| Employer contribution / active EE | $4,488 | $2,882+55.7% | $4,617-2.8% | $2,281+96.8% |
| Participant deferral / active EE | $6,796 | $4,840+40.4% | $5,984+13.6% | $3,203+112.2% |
| Admin fee / account holder | $793 | $4,826-83.6% | $8,357-90.5% | $4,296-81.5% |