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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 | $51,676 | $124,425-58.5% | $112,040-53.9% | $137,256-62.4% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 28.82% | 24.72%+4.1pp | 24.52%+4.3pp | 220.34%-191.5pp |
| Employer contribution / active EE | $7,068 | $3,411+107.2% | $2,954+139.3% | $4,156+70.1% |
| Participant deferral / active EE | $13,581 | $5,718+137.5% | $5,098+166.4% | $6,407+112.0% |
| Admin fee / account holder | $13,857 | $15,207-8.9% | $12,098+14.5% | $12,270+12.9% |