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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 | $64,629 | $135,905-52.4% | $126,068-48.7% | $198,609-67.5% |
| Participation rate | 100.0% | 85.6%+14.4pp | 84.7%+15.3pp | 82.4%+17.6pp |
| Annual return | 16.96% | 14.07%+2.9pp | 15.01%+2.0pp | 202.70%-185.7pp |
| Employer contribution / active EE | $2,330 | $4,245-45.1% | $3,968-41.3% | $5,055-53.9% |
| Participant deferral / active EE | $8,072 | $8,523-5.3% | $8,214-1.7% | $6,977+15.7% |
| Admin fee / account holder | $1,061 | $21,036-95.0% | $18,264-94.2% | $19,030-94.4% |