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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 | $185,141-66.7% | $153,416-59.8% | $155,188-60.3% |
| Participation rate | 100.0% | 79.9%+20.1pp | 74.3%+25.7pp | 80.8%+19.2pp |
| Annual return | 16.22% | 18.72%-2.5pp | 17.84%-1.6pp | 148.84%-132.6pp |
| Employer contribution / active EE | $8,438 | $4,489+87.9% | $3,764+124.2% | $4,248+98.6% |
| Participant deferral / active EE | $3,541 | $5,477-35.4% | $4,723-25.0% | $6,531-45.8% |
| Admin fee / account holder | $4,748 | $16,005-70.3% | $13,095-63.7% | $14,480-67.2% |