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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 | $73,033 | $210,908-65.4% | $153,643-52.5% | $145,884-49.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 11.52% | 13.46%-1.9pp | 15.71%-4.2pp | 551.85%-540.3pp |
| Employer contribution / active EE | $2,377 | $6,055-60.8% | $5,039-52.8% | $4,662-49.0% |
| Participant deferral / active EE | $2,721 | $7,976-65.9% | $6,754-59.7% | $6,690-59.3% |
| Admin fee / account holder | $19,485 | $19,4770% | $12,739+53.0% | $13,392+45.5% |