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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 | $86,752 | $136,860-36.6% | $120,344-27.9% | $154,746-43.9% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 10.54% | 21.38%-10.8pp | 20.30%-9.8pp | 172.34%-161.8pp |
| Employer contribution / active EE | $4,438 | $3,533+25.6% | $3,020+47.0% | $4,379+1.4% |
| Participant deferral / active EE | $7,226 | $5,793+24.7% | $5,135+40.7% | $6,730+7.4% |
| Admin fee / account holder | $70,133 | $15,393+355.6% | $12,742+450.4% | $14,365+388.2% |