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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 | $70,758 | $202,440-65.0% | $169,390-58.2% | $139,466-49.3% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 10.19% | 532.36%-522.2pp | 406.07%-395.9pp | 373.66%-363.5pp |
| Employer contribution / active EE | $4,069 | $4,693-13.3% | $4,013+1.4% | $4,754-14.4% |
| Participant deferral / active EE | $5,138 | $6,940-26.0% | $6,222-17.4% | $6,712-23.4% |
| Admin fee / account holder | $7,377 | $10,722-31.2% | $9,015-18.2% | $11,409-35.3% |