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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 | $65,002 | $181,062-64.1% | $158,223-58.9% | $155,188-58.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 9.52% | 57.39%-47.9pp | 52.09%-42.6pp | 148.84%-139.3pp |
| Employer contribution / active EE | $1,425 | $4,565-68.8% | $4,109-65.3% | $4,248-66.5% |
| Participant deferral / active EE | $10,517 | $6,134+71.4% | $5,467+92.4% | $6,531+61.0% |
| Admin fee / account holder | $4,296 | $18,825-77.2% | $16,047-73.2% | $14,480-70.3% |