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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 | $48,224 | $135,905-64.5% | $126,068-61.7% | $198,609-75.7% |
| Participation rate | 100.0% | 85.6%+14.4pp | 84.7%+15.3pp | 82.4%+17.6pp |
| Annual return | 22.06% | 14.07%+8.0pp | 15.01%+7.0pp | 202.70%-180.6pp |
| Employer contribution / active EE | $6,537 | $4,245+54.0% | $3,968+64.7% | $5,055+29.3% |
| Participant deferral / active EE | $7,144 | $8,523-16.2% | $8,214-13.0% | $6,977+2.4% |
| Admin fee / account holder | $1,366 | $21,036-93.5% | $18,264-92.5% | $19,030-92.8% |