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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 | $85,325 | $162,967-47.6% | $135,792-37.2% | $138,895-38.6% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.6%+27.4pp | 79.9%+20.1pp |
| Annual return | 19.32% | 30.08%-10.8pp | 25.96%-6.6pp | 145.39%-126.1pp |
| Employer contribution / active EE | $7,222 | $4,211+71.5% | $3,496+106.6% | $4,194+72.2% |
| Participant deferral / active EE | $6,864 | $5,640+21.7% | $4,759+44.2% | $6,396+7.3% |
| Admin fee / account holder | $2,538 | $15,306-83.4% | $12,266-79.3% | $12,562-79.8% |