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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 | $70,450 | $127,387-44.7% | $115,038-38.8% | $125,389-43.8% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 2.52% | 31.28%-28.8pp | 26.14%-23.6pp | 282.24%-279.7pp |
| Employer contribution / active EE | $11,065 | $5,166+114.2% | $4,608+140.1% | $4,866+127.4% |
| Participant deferral / active EE | $2,750 | $6,423-57.2% | $6,026-54.4% | $5,352-48.6% |
| Admin fee / account holder | $7,326 | $9,516-23.0% | $8,175-10.4% | $9,541-23.2% |