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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 | $64,808 | $97,289-33.4% | $92,805-30.2% | $155,188-58.2% |
| Participation rate | 100.0% | 84.2%+15.8pp | 83.5%+16.5pp | 80.8%+19.2pp |
| Annual return | 16.35% | 29.03%-12.7pp | 31.59%-15.2pp | 148.84%-132.5pp |
| Employer contribution / active EE | $8,466 | $3,632+133.1% | $3,424+147.3% | $4,248+99.3% |
| Participant deferral / active EE | $10,200 | $8,795+16.0% | $8,448+20.7% | $6,531+56.2% |
| Admin fee / account holder | $2,447 | $12,015-79.6% | $10,911-77.6% | $14,480-83.1% |