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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 | $71,092 | $70,532+0.8% | $68,948+3.1% | $137,256-48.2% |
| Participation rate | 100.0% | 81.0%+19.0pp | 79.2%+20.8pp | 80.0%+20.0pp |
| Annual return | 19.51% | 32.56%-13.0pp | 28.39%-8.9pp | 220.34%-200.8pp |
| Employer contribution / active EE | $15,409 | $4,355+253.8% | $4,165+270.0% | $4,156+270.8% |
| Participant deferral / active EE | $10,119 | $6,773+49.4% | $6,186+63.6% | $6,407+57.9% |
| Admin fee / account holder | $716 | $7,916-91.0% | $7,539-90.5% | $12,270-94.2% |