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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 | $77,309 | $199,109-61.2% | $173,730-55.5% | $154,746-50.0% |
| Participation rate | 91.7% | 82.8%+8.9pp | 79.6%+12.1pp | 80.7%+11.0pp |
| Annual return | 10.07% | 20.02%-9.9pp | 19.96%-9.9pp | 172.34%-162.3pp |
| Employer contribution / active EE | $4,167 | $5,311-21.5% | $4,577-9.0% | $4,379-4.9% |
| Participant deferral / active EE | $0 | $7,113-100.0% | $6,326-100.0% | $6,730-100.0% |
| Admin fee / account holder | $27,412 | $20,916+31.1% | $17,523+56.4% | $14,365+90.8% |