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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 | $66,721 | $154,467-56.8% | $130,270-48.8% | $139,487-52.2% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.3%+23.7pp | 80.3%+19.7pp |
| Annual return | 32.08% | 30.58%+1.5pp | 38.89%-6.8pp | 373.84%-341.8pp |
| Employer contribution / active EE | $3,310 | $5,175-36.0% | $4,128-19.8% | $4,755-30.4% |
| Participant deferral / active EE | $8,163 | $8,497-3.9% | $6,797+20.1% | $6,713+21.6% |
| Admin fee / account holder | $652 | $9,222-92.9% | $6,022-89.2% | $11,407-94.3% |