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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 | $64,108 | $215,361-70.2% | $171,082-62.5% | $273,972-76.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 29.10% | 25.14%+4.0pp | 32.56%-3.5pp | 41.46%-12.4pp |
| Employer contribution / active EE | $15,467 | $4,967+211.4% | $4,002+286.5% | $4,869+217.7% |
| Participant deferral / active EE | $3,952 | $5,543-28.7% | $4,797-17.6% | $5,287-25.3% |
| Admin fee / account holder | $2,528 | $10,846-76.7% | $8,520-70.3% | $10,133-75.1% |