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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 | $102,609-36.8% | $98,090-33.9% | $138,895-53.3% |
| Participation rate | 100.0% | 82.8%+17.2pp | 81.5%+18.5pp | 79.9%+20.1pp |
| Annual return | 16.35% | 36.44%-20.1pp | 37.05%-20.7pp | 145.39%-129.0pp |
| Employer contribution / active EE | $8,466 | $3,867+118.9% | $3,606+134.8% | $4,194+101.9% |
| Participant deferral / active EE | $10,200 | $8,167+24.9% | $7,845+30.0% | $6,396+59.5% |
| Admin fee / account holder | $2,447 | $11,434-78.6% | $11,815-79.3% | $12,562-80.5% |