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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 | $55,595 | $201,344-72.4% | $184,243-69.8% | $145,877-61.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 32.35% | 29.01%+3.3pp | 28.82%+3.5pp | 551.28%-518.9pp |
| Employer contribution / active EE | $6,184 | $7,022-11.9% | $6,427-3.8% | $4,663+32.6% |
| Participant deferral / active EE | $9,243 | $9,807-5.7% | $9,132+1.2% | $6,691+38.2% |
| Admin fee / account holder | $4,463 | $16,382-72.8% | $13,914-67.9% | $13,402-66.7% |