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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 | $65,209 | $154,228-57.7% | $145,433-55.2% | $137,256-52.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 12.60% | 74.59%-62.0pp | 66.58%-54.0pp | 220.34%-207.7pp |
| Employer contribution / active EE | $13,094 | $4,804+172.6% | $4,554+187.5% | $4,156+215.1% |
| Participant deferral / active EE | $6,200 | $8,216-24.5% | $7,897-21.5% | $6,407-3.2% |
| Admin fee / account holder | $4,022 | $14,344-72.0% | $13,129-69.4% | $12,270-67.2% |