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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 | $61,814 | $124,213-50.2% | $118,106-47.7% | $154,746-60.1% |
| Participation rate | 100.0% | 83.6%+16.4pp | 81.9%+18.1pp | 80.7%+19.3pp |
| Annual return | 11.94% | 18.29%-6.4pp | 19.44%-7.5pp | 172.34%-160.4pp |
| Employer contribution / active EE | $6,062 | $4,905+23.6% | $4,698+29.0% | $4,379+38.4% |
| Participant deferral / active EE | $3,979 | $6,859-42.0% | $6,619-39.9% | $6,730-40.9% |
| Admin fee / account holder | $20,774 | $9,627+115.8% | $8,973+131.5% | $14,365+44.6% |