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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 | $76,231 | $106,974-28.7% | $90,796-16.0% | $138,895-45.1% |
| Participation rate | 100.0% | 74.9%+25.1pp | 69.5%+30.5pp | 79.9%+20.1pp |
| Annual return | 11.67% | 20.10%-8.4pp | 19.29%-7.6pp | 145.39%-133.7pp |
| Employer contribution / active EE | $7,116 | $2,609+172.8% | $2,294+210.2% | $4,194+69.7% |
| Participant deferral / active EE | $5,524 | $4,455+24.0% | $3,822+44.5% | $6,396-13.6% |
| Admin fee / account holder | $1,719 | $8,626-80.1% | $7,024-75.5% | $12,562-86.3% |