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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 | $64,561 | $275,752-76.6% | $256,809-74.9% | $198,609-67.5% |
| Participation rate | 87.5% | 89.2%-1.7pp | 88.5%-1.0pp | 82.4%+5.1pp |
| Annual return | 8.70% | 34.81%-26.1pp | 32.73%-24.0pp | 202.70%-194.0pp |
| Employer contribution / active EE | $7,770 | $7,721+0.6% | $7,263+7.0% | $5,055+53.7% |
| Participant deferral / active EE | $0 | $10,037-100.0% | $9,520-100.0% | $6,977-100.0% |
| Admin fee / account holder | $2,440 | $25,716-90.5% | $25,146-90.3% | $19,030-87.2% |