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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 | $65,308 | $201,344-67.6% | $184,243-64.6% | $145,877-55.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.26% | 29.01%-15.7pp | 28.82%-15.6pp | 551.28%-538.0pp |
| Employer contribution / active EE | $4,076 | $7,022-42.0% | $6,427-36.6% | $4,663-12.6% |
| Participant deferral / active EE | $7,965 | $9,807-18.8% | $9,132-12.8% | $6,691+19.0% |
| Admin fee / account holder | $5,665 | $16,382-65.4% | $13,914-59.3% | $13,402-57.7% |