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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 | $62,844 | $139,948-55.1% | $121,663-48.3% | $154,746-59.4% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.5%+25.5pp | 80.7%+19.3pp |
| Annual return | 14.72% | 230.52%-215.8pp | 147.54%-132.8pp | 172.34%-157.6pp |
| Employer contribution / active EE | $3,037 | $3,521-13.7% | $3,020+0.6% | $4,379-30.6% |
| Participant deferral / active EE | $1,951 | $5,629-65.3% | $4,887-60.1% | $6,730-71.0% |
| Admin fee / account holder | $5,661 | $17,321-67.3% | $14,289-60.4% | $14,365-60.6% |