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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 | $56,600 | $141,001-59.9% | $112,228-49.6% | $139,487-59.4% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 17.00% | 32.75%-15.8pp | 30.23%-13.2pp | 373.84%-356.8pp |
| Employer contribution / active EE | $4,376 | $4,285+2.1% | $3,432+27.5% | $4,755-8.0% |
| Participant deferral / active EE | $7,088 | $5,877+20.6% | $4,800+47.7% | $6,713+5.6% |
| Admin fee / account holder | $8,648 | $9,959-13.2% | $7,752+11.6% | $11,407-24.2% |