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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 | $67,710 | $254,759-73.4% | $216,567-68.7% | $198,609-65.9% |
| Participation rate | 91.7% | 84.5%+7.1pp | 81.6%+10.0pp | 82.4%+9.3pp |
| Annual return | 16.07% | 10.04%+6.0pp | 12.94%+3.1pp | 202.70%-186.6pp |
| Employer contribution / active EE | $8,139 | $6,096+33.5% | $5,216+56.1% | $5,055+61.0% |
| Participant deferral / active EE | $0 | $6,948-100.0% | $6,191-100.0% | $6,977-100.0% |
| Admin fee / account holder | $1,388 | $26,311-94.7% | $21,981-93.7% | $19,030-92.7% |