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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 | $76,242 | $181,896-58.1% | $156,551-51.3% | $273,972-72.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 19.71% | 30.74%-11.0pp | 32.23%-12.5pp | 41.46%-21.7pp |
| Employer contribution / active EE | $1,649 | $6,248-73.6% | $5,501-70.0% | $4,869-66.1% |
| Participant deferral / active EE | $2,553 | $5,550-54.0% | $4,871-47.6% | $5,287-51.7% |
| Admin fee / account holder | $119,742 | $15,560+669.5% | $13,028+819.1% | $10,133+1081.7% |