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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 | $55,705 | $126,661-56.0% | $113,397-50.9% | $138,895-59.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 16.95% | 25.05%-8.1pp | 23.20%-6.3pp | 145.39%-128.4pp |
| Employer contribution / active EE | $7,635 | $3,456+120.9% | $2,977+156.5% | $4,194+82.0% |
| Participant deferral / active EE | $6,613 | $5,693+16.2% | $5,076+30.3% | $6,396+3.4% |
| Admin fee / account holder | $8,520 | $14,549-41.4% | $11,957-28.7% | $12,562-32.2% |