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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 | $70,986 | $140,592-49.5% | $123,105-42.3% | $125,389-43.4% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | 4.39% | 16.80%-12.4pp | 13.22%-8.8pp | 282.24%-277.8pp |
| Employer contribution / active EE | $9,634 | $6,041+59.5% | $5,151+87.0% | $4,866+98.0% |
| Participant deferral / active EE | $10,818 | $6,980+55.0% | $6,229+73.7% | $5,352+102.1% |
| Admin fee / account holder | $1,719 | $11,198-84.7% | $9,014-80.9% | $9,541-82.0% |