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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 | $72,782 | $178,174-59.2% | $156,181-53.4% | $137,256-47.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 18.09% | 84.19%-66.1pp | 64.87%-46.8pp | 220.34%-202.2pp |
| Employer contribution / active EE | $7,692 | $4,972+54.7% | $4,294+79.1% | $4,156+85.1% |
| Participant deferral / active EE | $0 | $6,888-100.0% | $6,132-100.0% | $6,407-100.0% |
| Admin fee / account holder | $6,163 | $17,404-64.6% | $14,586-57.7% | $12,270-49.8% |