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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 | $75,870 | $115,225-34.2% | $100,712-24.7% | $138,895-45.4% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.3%+30.7pp | 79.9%+20.1pp |
| Annual return | 19.25% | 40.35%-21.1pp | 33.27%-14.0pp | 145.39%-126.1pp |
| Employer contribution / active EE | $6,642 | $2,771+139.7% | $2,313+187.2% | $4,194+58.4% |
| Participant deferral / active EE | $12,583 | $4,699+167.8% | $4,085+208.0% | $6,396+96.7% |
| Admin fee / account holder | $3,144 | $10,844-71.0% | $9,256-66.0% | $12,562-75.0% |