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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 | $71,115 | $107,733-34.0% | $92,985-23.5% | $154,746-54.0% |
| Participation rate | 100.0% | 74.6%+25.4pp | 69.5%+30.5pp | 80.7%+19.3pp |
| Annual return | 16.45% | 30.39%-13.9pp | 27.99%-11.5pp | 172.34%-155.9pp |
| Employer contribution / active EE | $15,370 | $3,126+391.6% | $2,662+477.4% | $4,379+251.0% |
| Participant deferral / active EE | $8,209 | $5,053+62.5% | $4,377+87.6% | $6,730+22.0% |
| Admin fee / account holder | $2,219 | $11,369-80.5% | $9,463-76.6% | $14,365-84.6% |