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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 | $66,832 | $210,908-68.3% | $153,643-56.5% | $145,884-54.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 12.72% | 13.46%-0.7pp | 15.71%-3.0pp | 551.85%-539.1pp |
| Employer contribution / active EE | $2,823 | $6,055-53.4% | $5,039-44.0% | $4,662-39.5% |
| Participant deferral / active EE | $8,821 | $7,976+10.6% | $6,754+30.6% | $6,690+31.9% |
| Admin fee / account holder | $3,369 | $19,477-82.7% | $12,739-73.6% | $13,392-74.8% |