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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 | $84,239 | $171,272-50.8% | $127,803-34.1% | $152,885-44.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.0%+21.0pp | 82.5%+17.5pp |
| Annual return | 24.05% | 23.54%+0.5pp | 26.14%-2.1pp | 345.39%-321.3pp |
| Employer contribution / active EE | $4,521 | $5,451-17.1% | $4,576-1.2% | $4,763-5.1% |
| Participant deferral / active EE | $7,280 | $7,043+3.4% | $6,023+20.9% | $5,851+24.4% |
| Admin fee / account holder | $729 | $14,540-95.0% | $9,399-92.2% | $11,598-93.7% |