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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 | $67,145 | $97,289-31.0% | $92,805-27.6% | $155,188-56.7% |
| Participation rate | 100.0% | 84.2%+15.8pp | 83.5%+16.5pp | 80.8%+19.2pp |
| Annual return | 42.39% | 29.03%+13.4pp | 31.59%+10.8pp | 148.84%-106.5pp |
| Employer contribution / active EE | $7,684 | $3,632+111.6% | $3,424+124.4% | $4,248+80.9% |
| Participant deferral / active EE | $16,133 | $8,795+83.4% | $8,448+91.0% | $6,531+147.0% |
| Admin fee / account holder | $5,526 | $12,015-54.0% | $10,911-49.3% | $14,480-61.8% |