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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 | $76,304 | $126,661-39.8% | $113,397-32.7% | $138,895-45.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 15.03% | 25.05%-10.0pp | 23.20%-8.2pp | 145.39%-130.4pp |
| Employer contribution / active EE | $17,490 | $3,456+406.0% | $2,977+487.5% | $4,194+317.0% |
| Participant deferral / active EE | $36,514 | $5,693+541.4% | $5,076+619.3% | $6,396+470.9% |
| Admin fee / account holder | $26,439 | $14,549+81.7% | $11,957+121.1% | $12,562+110.5% |