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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 | $81,638 | $162,967-49.9% | $135,792-39.9% | $138,895-41.2% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.6%+27.4pp | 79.9%+20.1pp |
| Annual return | 11.54% | 30.08%-18.5pp | 25.96%-14.4pp | 145.39%-133.9pp |
| Employer contribution / active EE | $7,464 | $4,211+77.3% | $3,496+113.5% | $4,194+78.0% |
| Participant deferral / active EE | $3,847 | $5,640-31.8% | $4,759-19.2% | $6,396-39.9% |
| Admin fee / account holder | $1,301 | $15,306-91.5% | $12,266-89.4% | $12,562-89.6% |