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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 | $74,000 | $254,759-71.0% | $216,567-65.8% | $198,609-62.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 11.95% | 10.04%+1.9pp | 12.94%-1.0pp | 202.70%-190.8pp |
| Employer contribution / active EE | $16,646 | $6,096+173.0% | $5,216+219.1% | $5,055+229.3% |
| Participant deferral / active EE | $6,260 | $6,948-9.9% | $6,191+1.1% | $6,977-10.3% |
| Admin fee / account holder | $5,657 | $26,311-78.5% | $21,981-74.3% | $19,030-70.3% |