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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 | $71,282 | $92,798-23.2% | $96,707-26.3% | $137,256-48.1% |
| Participation rate | 100.0% | 81.6%+18.4pp | 80.4%+19.6pp | 80.0%+20.0pp |
| Annual return | 42.76% | 31.24%+11.5pp | 34.78%+8.0pp | 220.34%-177.6pp |
| Employer contribution / active EE | $3,856 | $4,147-7.0% | $4,191-8.0% | $4,156-7.2% |
| Participant deferral / active EE | $6,470 | $5,877+10.1% | $5,997+7.9% | $6,407+1.0% |
| Admin fee / account holder | $398 | $7,946-95.0% | $7,503-94.7% | $12,270-96.8% |