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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 | $61,651 | $162,967-62.2% | $135,792-54.6% | $138,895-55.6% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.6%+27.4pp | 79.9%+20.1pp |
| Annual return | 16.22% | 30.08%-13.9pp | 25.96%-9.7pp | 145.39%-129.2pp |
| Employer contribution / active EE | $8,438 | $4,211+100.4% | $3,496+141.4% | $4,194+101.2% |
| Participant deferral / active EE | $3,541 | $5,640-37.2% | $4,759-25.6% | $6,396-44.6% |
| Admin fee / account holder | $4,748 | $15,306-69.0% | $12,266-61.3% | $12,562-62.2% |