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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 | $77,658 | $115,911-33.0% | $100,530-22.8% | $158,950-51.1% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 33.53% | 34.80%-1.3pp | 30.89%+2.6pp | 302.91%-269.4pp |
| Employer contribution / active EE | $29,669 | $4,104+622.9% | $3,418+768.0% | $4,762+523.1% |
| Participant deferral / active EE | $6,211 | $6,676-7.0% | $6,271-1.0% | $5,983+3.8% |
| Admin fee / account holder | $16,506 | $10,999+50.1% | $8,083+104.2% | $11,248+46.7% |