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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 | $34,396 | $149,754-77.0% | $118,934-71.1% | $158,931-78.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 24.11% | 19.95%+4.2pp | 35.88%-11.8pp | 302.86%-278.7pp |
| Employer contribution / active EE | $4,912 | $4,116+19.3% | $3,263+50.5% | $4,761+3.2% |
| Participant deferral / active EE | $6,500 | $5,224+24.4% | $4,265+52.4% | $5,982+8.7% |
| Admin fee / account holder | $7,541 | $8,603-12.3% | $6,580+14.6% | $11,247-33.0% |