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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 | $72,194 | $201,370-64.1% | $184,256-60.8% | $145,897-50.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 19.08% | 29.05%-10.0pp | 28.85%-9.8pp | 552.29%-533.2pp |
| Employer contribution / active EE | $3,445 | $7,024-51.0% | $6,427-46.4% | $4,663-26.1% |
| Participant deferral / active EE | $4,025 | $9,808-59.0% | $9,133-55.9% | $6,689-39.8% |
| Admin fee / account holder | $1,240 | $16,364-92.4% | $13,899-91.1% | $13,390-90.7% |