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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 | $68,058 | $102,245-33.4% | $89,340-23.8% | $137,256-50.4% |
| Participation rate | 100.0% | 74.9%+25.1pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 22.34% | 21.89%+0.4pp | 20.57%+1.8pp | 220.34%-198.0pp |
| Employer contribution / active EE | $4,289 | $2,529+69.6% | $2,231+92.2% | $4,156+3.2% |
| Participant deferral / active EE | $10,729 | $4,436+141.8% | $3,823+180.7% | $6,407+67.5% |
| Admin fee / account holder | $929 | $8,085-88.5% | $6,704-86.1% | $12,270-92.4% |